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North Star Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

North Star Investment 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
-157
Closed -$15.9K – 1257
2024
Q3 		$15.9K Buy
157
+57
+57% +$5.71K ﹤0.01% 763
2024
Q2 		$9.95K Hold
100
– – ﹤0.01% 815
2024
Q1 		$9.94K Sell
100
-153
-60% -$15.1K ﹤0.01% 857
2023
Q4 		$24.9K Buy
253
+153
+153% +$14.9K ﹤0.01% 688
2023
Q3 		$9.69K Hold
100
– – ﹤0.01% 842
2023
Q2 		$9.76K Hold
100
– – ﹤0.01% 856
2023
Q1 		$9.92K Hold
100
– – ﹤0.01% 871
2022
Q4 		$9.7K Hold
100
– – ﹤0.01% 862
2022
Q3 		$10K Hold
100
– – ﹤0.01% 811
2022
Q2 		$10K Hold
100
– – ﹤0.01% 831
2022
Q1 		$10K Hold
100
– – ﹤0.01% 876
2021
Q4 		$11K Hold
100
– – ﹤0.01% 887
2021
Q3 		$11K Hold
100
– – ﹤0.01% 849
2021
Q2 		$11K Hold
100
– – ﹤0.01% 836
2021
Q1 		$11K Hold
100
– – ﹤0.01% 793
2020
Q4 		$10K Hold
100
– – ﹤0.01% 778
2020
Q3 		$10K Hold
100
– – ﹤0.01% 752
2020
Q2 		$10K Hold
100
– – ﹤0.01% 726
2020
Q1 		$10K Hold
100
– – ﹤0.01% 727
2019
Q4 		$10K Hold
100
– – ﹤0.01% 820
2019
Q3 		$10K Buy
+100
New +$10K ﹤0.01% 826

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

North Star Investment Management's STIP Position: Q4 2024 in Review

North Star Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 157 shares — an estimated $15.9K sold.

North Star Investment Management first reported a position in STIP in Q3 2019 and held it in 21 quarters. The position peaked at $24.9K in Q4 2023. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • North Star Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • North Star Investment Management sold 157 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $15.9K.
  • North Star Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 21 quarters.
  • North Star Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $24.9K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.