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MRA Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

MRA Advisory 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
Q3 		– Sell
-48,176
Closed -$4.7M – 140
2023
Q2 		$4.7M Buy
48,176
+896
+2% +$88.1K 3.24% 7
2023
Q1 		$4.69M Buy
47,280
+3,870
+9% +$378K 3.38% 5
2022
Q4 		$4.21M Buy
43,410
+11,981
+38% +$1.16M 3.31% 8
2022
Q3 		$3.04M Buy
31,429
+9,176
+41% +$919K 2.59% 16
2022
Q2 		$2.26M Buy
22,253
+2,546
+13% +$263K 1.97% 20
2022
Q1 		$2.07M Sell
19,707
-11,034
-36% -$1.16M 1.57% 19
2021
Q4 		$3.25M Buy
30,741
+3,496
+13% +$370K 2.52% 14
2021
Q3 		$2.88M Buy
+27,245
New +$2.89M 2.44% 12

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MRA Advisory Group's STIP Position: Q3 2023 in Review

MRA Advisory Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 48,176 shares — an estimated $4.7M sold.

MRA Advisory Group first reported a position in STIP in Q3 2021 and held it in 8 quarters. The position peaked at $4.7M in Q2 2023. 584 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • MRA Advisory Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • MRA Advisory Group sold 48,176 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $4.7M.
  • MRA Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 8 quarters.
  • MRA Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $4.7M in Q2 2023.
  • 584 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on MRA Advisory Group's 13F filing for Q3 2023, filed 8 Nov 2023.