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Olympus Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Olympus Wealth 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
Q1 		– Sell
-2,153
Closed -$212K – 22
2023
Q4 		$212K Buy
+2,153
New +$210K 0.11% 22
2023
Q1 		– Sell
-3,729
Closed -$362K – 14
2022
Q4 		$362K Sell
3,729
-3,891
-51% -$378K 0.18% 14
2022
Q3 		$732K Buy
+7,620
New +$763K 0.32% 14

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Bank of America
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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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Olympus Wealth Management's STIP Position: Q1 2024 in Review

Olympus Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 2,153 shares — an estimated $212K sold.

Olympus Wealth Management first reported a position in STIP in Q3 2022 and held it in 3 quarters. The position peaked at $732K in Q3 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Olympus Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Olympus Wealth Management sold 2,153 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $212K.
  • Olympus Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 3 quarters.
  • Olympus Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $732K in Q3 2022.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Olympus Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.