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

Pacifica 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
Q1 		– Sell
-41
Closed -$4.01K – 553
2023
Q4 		$4.01K Hold
41
– – ﹤0.01% 443
2023
Q3 		$3.96K Hold
41
– – ﹤0.01% 430
2023
Q2 		$3.97K Buy
+41
New +$4.03K ﹤0.01% 388
2022
Q4 		– Sell
-93
Closed -$9K – 498
2022
Q3 		$9K Buy
93
+82
+745% +$8.21K 0.01% 309
2022
Q2 		$1K Buy
+11
New +$1.14K ﹤0.01% 473

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Pacifica Partners's STIP Position: Q1 2024 in Review

Pacifica Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 41 shares — an estimated $4.01K sold.

Pacifica Partners first reported a position in STIP in Q2 2022 and held it in 5 quarters. The position peaked at $9K in Q3 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Pacifica Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Pacifica Partners sold 41 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $4.01K.
  • Pacifica Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 5 quarters.
  • Pacifica Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $9K in Q3 2022.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.