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Mowery & Schoenfeld Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mowery & Schoenfeld 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
2024
Q4 		– Sell
-92
Closed -$9.32K – 513
2024
Q3 		$9.32K Buy
+92
New +$9.21K 0.01% 178
2024
Q1 		– Sell
-1,061
Closed -$105K – 183
2023
Q4 		$105K Buy
+1,061
New +$103K 0.21% 57

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's STIP Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 92 shares — an estimated $9.32K sold.

Mowery & Schoenfeld Wealth Management first reported a position in STIP in Q4 2023 and held it in 2 quarters. The position peaked at $105K in Q4 2023. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 92 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $9.32K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $105K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.