Masso Torrence Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Masso Torrence Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,915	Closed	-$1.54M	–	96
2022 Q4	$1.54M	Sell	15,915 -17,516	-52%	-$1.7M	1.23%	28
2022 Q3	$3.21M	Buy	33,431 +3,295	+11%	+$330K	2.84%	11
2022 Q2	$3.06M	Buy	30,136 +3,755	+14%	+$388K	2.69%	13
2022 Q1	$2.77M	Buy	26,381 +4,953	+23%	+$522K	2.22%	16
2021 Q4	$2.27M	Buy	+21,428	New	+$2.27M	1.59%	19

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Masso Torrence Wealth Management's STIP Position: Q1 2023 in Review

Masso Torrence Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 15,915 shares — an estimated $1.54M sold.

Masso Torrence Wealth Management first reported a position in STIP in Q4 2021 and held it in 5 quarters. The position peaked at $3.21M in Q3 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

Masso Torrence Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
Masso Torrence Wealth Management sold 15,915 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $1.54M.
Masso Torrence Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
Masso Torrence Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.21M in Q3 2022.
611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.