NPP
STIP icon

New Potomac Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

New Potomac Partners’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
Q3 		$4.29M Buy
42,334
+40
+0.1% +$4.01K 2.2% 9
2024
Q2 		$4.21M Buy
42,294
+900
+2% +$89.3K 2.3% 9
2024
Q1 		$4.12M Buy
41,394
+4,905
+13% +$485K 2.29% 9
2023
Q4 		$3.6M Buy
36,489
+6,127
+20% +$597K 2.14% 10
2023
Q3 		$2.94M Buy
30,362
+1,035
+4% +$101K 2.03% 15
2023
Q2 		$2.86M Sell
29,327
-713
-2% -$70.1K 1.89% 16
2023
Q1 		$2.98M Sell
30,040
-3,600
-11% -$352K 2.07% 14
2022
Q4 		$3.26M Sell
33,640
-3,742
-10% -$364K 2.42% 9
2022
Q3 		$3.59M Sell
37,382
-7,118
-16% -$713K 3.03% 5
2022
Q2 		$4.51M Buy
44,500
+470
+1% +$48.5K 3.62% 5
2022
Q1 		$4.62M Sell
44,030
-410
-0.9% -$43.2K 3.25% 5
2021
Q4 		$4.71M Sell
44,440
-1,050
-2% -$111K 3.05% 6
2021
Q3 		$4.8M Buy
45,490
+1,935
+4% +$205K 3.32% 5
2021
Q2 		$4.63M Buy
43,555
+230
+0.5% +$24.4K 3.15% 5
2021
Q1 		$4.58M Hold
43,325
– – 3.37% 5
2020
Q4 		$4.52M Buy
43,325
+15,920
+58% +$1.65M 3.27% 7
2020
Q3 		$2.85M Buy
27,405
+13,405
+96% +$1.39M 2.27% 12
2020
Q2 		$1.43M Sell
14,000
-1,300
-8% -$132K 1.28% 38
2020
Q1 		$1.53M Sell
15,300
-750
-5% -$75.4K 1.67% 28
2019
Q4 		$1.62M Sell
16,050
-1,650
-9% -$166K 1.51% 34
2019
Q3 		$1.77M Sell
17,700
-1,750
-9% -$175K 1.77% 30
2019
Q2 		$1.96M Sell
19,450
-6,900
-26% -$690K 1.98% 21
2019
Q1 		$2.63M Sell
26,350
-2,420
-8% -$239K 2.66% 6
2018
Q4 		$2.82M Sell
28,770
-8,960
-24% -$880K 3.03% 4
2018
Q3 		$3.73M Buy
37,730
+275
+0.7% +$27.2K 3.45% 3
2018
Q2 		$3.73M Sell
37,455
-425
-1% -$42.3K 3.61% 3
2018
Q1 		$3.79M Buy
37,880
+2,385
+7% +$238K 3.72% 2
2017
Q4 		$3.54M Buy
+35,495
New +$3.56M 3.38% 2

Other funds holding STIP

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

New Potomac Partners's STIP Position: Q3 2024 in Review

New Potomac Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.09% in Q3 2024, buying an estimated $4.01K and bringing the position to 42,334 shares worth $4.29M. The position accounts for 2.2% of the portfolio, ranked #9.

New Potomac Partners first reported a position in STIP in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.8M in Q3 2021. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • New Potomac Partners held 42,334 shares of iShares 0-5 Year TIPS Bond ETF worth $4.29M as of Q3 2024.
  • New Potomac Partners bought 40 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $4.01K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.2% of New Potomac Partners's portfolio in Q3 2024, its #9 holding.
  • New Potomac Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • New Potomac Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $4.8M in Q3 2021.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.