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National Mutual Funds Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

National Mutual Funds 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
Q4 		– Sell
-148,352
Closed -$14.4M – 2
2023
Q3 		$14.4M Buy
+148,352
New +$14.4M 59.34% 1

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

National Mutual Funds Management's STIP Position: Q4 2023 in Review

National Mutual Funds Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 148,352 shares — an estimated $14.4M sold.

National Mutual Funds Management first reported a position in STIP in Q3 2023 and held it in 1 quarter. The position peaked at $14.4M in Q3 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • National Mutual Funds Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • National Mutual Funds Management sold 148,352 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $14.4M.
  • National Mutual Funds Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and held it in 1 quarter.
  • National Mutual Funds Management's iShares 0-5 Year TIPS Bond ETF position peaked at $14.4M in Q3 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on National Mutual Funds Management's 13F filing for Q4 2023, filed 14 Feb 2024.