PAM
STIP icon

Palisade Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Palisade Asset 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
Q2 		– Sell
-353
Closed -$35.1K – 370
2024
Q1 		$35.1K Buy
+353
New +$34.9K ﹤0.01% 291

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Palisade Asset Management's STIP Position: Q2 2024 in Review

Palisade Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 353 shares — an estimated $35.1K sold.

Palisade Asset Management first reported a position in STIP in Q1 2024 and held it in 1 quarter. The position peaked at $35.1K in Q1 2024. 574 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Palisade Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Palisade Asset Management sold 353 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $35.1K.
  • Palisade Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and held it in 1 quarter.
  • Palisade Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $35.1K in Q1 2024.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Palisade Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.