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New England Private Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

New England Private Wealth Advisors’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
2025
Q4 		– Sell
-2,422
Closed -$250K – 192
2025
Q3 		$250K Buy
+2,422
New +$250K 0.03% 157
2015
Q1 		– Sell
-62,635
Closed -$6.2M – 113
2014
Q4 		$6.2M Hold
62,635
– – 2.44% 13
2014
Q3 		$6.29M Buy
62,635
+342
+0.5% +$34.7K 2.54% 12
2014
Q2 		$6.38M Buy
62,293
+110
+0.2% +$11.2K 2.62% 10
2014
Q1 		$6.29M Hold
62,183
– – 2.64% 11
2013
Q4 		$6.28M Hold
62,183
– – 2.84% 10
2013
Q3 		$6.29M Buy
62,183
+38
+0.1% +$3.84K 3.3% 10
2013
Q2 		$6.26M Buy
+62,145
New +$6.35M 3.92% 8

Other funds holding STIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return