MCG
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McCollum Christoferson Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

McCollum Christoferson Group’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
Q4 		– Sell
-8,805
Closed -$853K – 68
2023
Q3 		$853K Sell
8,805
-655
-7% -$63.6K 0.26% 45
2023
Q2 		$923K Sell
9,460
-1,045
-10% -$103K 0.26% 45
2023
Q1 		$1.04M Sell
10,505
-430
-4% -$42K 0.32% 44
2022
Q4 		$1.06M Hold
10,935
– – 0.34% 45
2022
Q3 		$1.05M Buy
10,935
+1,585
+17% +$159K 0.35% 44
2022
Q2 		$948K Hold
9,350
– – 0.29% 45
2022
Q1 		$981K Buy
9,350
+500
+6% +$52.6K 0.24% 49
2021
Q4 		$937K Buy
8,850
+2,295
+35% +$243K 0.21% 48
2021
Q3 		$692K Buy
6,555
+1,050
+19% +$111K 0.16% 49
2021
Q2 		$585K Hold
5,505
– – 0.14% 53
2021
Q1 		$582K Buy
5,505
+675
+14% +$71K 0.15% 51
2020
Q4 		$504K Buy
4,830
+1,910
+65% +$198K 0.13% 52
2020
Q3 		$304K Buy
2,920
+410
+16% +$42.4K 0.09% 58
2020
Q2 		$257K Buy
2,510
+70
+3% +$7.1K 0.08% 58
2020
Q1 		$244K Buy
2,440
+45
+2% +$4.52K 0.1% 60
2019
Q4 		$241K Buy
2,395
+270
+13% +$27.1K 0.08% 63
2019
Q3 		$213K Buy
2,125
+70
+3% +$7.01K 0.08% 65
2019
Q2 		$207K Hold
2,055
– – 0.07% 67
2019
Q1 		$205K Hold
2,055
– – 0.08% 68
2018
Q4 		$201K Sell
2,055
-175
-8% -$17.2K 0.08% 64
2018
Q3 		$220K Sell
2,230
-100
-4% -$9.9K 0.08% 68
2018
Q2 		$232K Buy
2,330
+115
+5% +$11.5K 0.09% 66
2018
Q1 		$222K Sell
2,215
-20
-0.9% -$2K 0.09% 69
2017
Q4 		$223K Buy
+2,235
New +$224K 0.09% 69

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McCollum Christoferson Group's STIP Position: Q4 2023 in Review

McCollum Christoferson Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 8,805 shares — an estimated $853K sold.

McCollum Christoferson Group first reported a position in STIP in Q4 2017 and held it in 24 quarters. The position peaked at $1.06M in Q4 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • McCollum Christoferson Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • McCollum Christoferson Group sold 8,805 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $853K.
  • McCollum Christoferson Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 24 quarters.
  • McCollum Christoferson Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.06M in Q4 2022.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on McCollum Christoferson Group's 13F filing for Q4 2023, filed 19 Jan 2024.