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Mercer Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mercer Investments’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
2024
Q1 		$124K Sell
1,244
-1,244
-50% -$123K 0.2% 9
2023
Q4 		$245K Buy
2,488
+1,254
+102% +$122K 0.32% 9
2023
Q3 		$120K Buy
1,234
+13
+1% +$1.26K 0.19% 10
2023
Q2 		$119K Buy
+1,221
New +$120K 0.17% 10

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Mercer Investments's STIP Position: Q1 2024 in Review

Mercer Investments reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 50% in Q1 2024, selling an estimated $123K and leaving 1,244 shares worth $124K. The position accounts for 0.2% of the portfolio, ranked #9.

Mercer Investments first reported a position in STIP in Q2 2023 and has held it in 4 quarters since. The position peaked at $245K in Q4 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Mercer Investments held 1,244 shares of iShares 0-5 Year TIPS Bond ETF worth $124K as of Q1 2024.
  • Mercer Investments sold 1,244 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $123K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.2% of Mercer Investments's portfolio in Q1 2024, its #9 holding.
  • Mercer Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • Mercer Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $245K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Mercer Investments's 13F filing for Q1 2024, filed 14 May 2024.