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

Octavia 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
2024
Q3 		– Sell
-2,852
Closed -$284K – 230
2024
Q2 		$284K Buy
2,852
+356
+14% +$35.3K 0.04% 173
2024
Q1 		$248K Sell
2,496
-12,005
-83% -$1.19M 0.04% 188
2023
Q4 		$1.43M Buy
14,501
+11,495
+382% +$1.12M 0.25% 54
2023
Q3 		$291K Sell
3,006
-35
-1% -$3.4K 0.06% 151
2023
Q2 		$297K Buy
3,041
+512
+20% +$50.4K 0.06% 141
2023
Q1 		$251K Sell
2,529
-2,232
-47% -$218K 0.06% 155
2022
Q4 		$462K Sell
4,761
-122
-2% -$11.9K 0.11% 94
2022
Q3 		$469K Sell
4,883
-123
-2% -$12.3K 0.13% 91
2022
Q2 		$509K Buy
5,006
+2,007
+67% +$207K 0.13% 92
2022
Q1 		$315K Buy
2,999
+15
+0.5% +$1.58K 0.07% 138
2021
Q4 		$316K Buy
2,984
+1,026
+52% +$109K 0.07% 144
2021
Q3 		$206K Buy
+1,958
New +$208K 0.05% 179

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

Octavia Wealth Advisors's STIP Position: Q3 2024 in Review

Octavia Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 2,852 shares — an estimated $284K sold.

Octavia Wealth Advisors first reported a position in STIP in Q3 2021 and held it in 12 quarters. The position peaked at $1.43M in Q4 2023. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Octavia Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,852 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $284K.
  • Octavia Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 12 quarters.
  • Octavia Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.43M in Q4 2023.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Octavia Wealth Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.