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Peterson Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Peterson Financial Group’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 		$177K Buy
+1,745
New +$175K 0.68% 37
2023
Q1 		– Sell
-2,271
Closed -$220K – 64
2022
Q4 		$220K Buy
2,271
+10
+0.4% +$972 0.29% 71
2022
Q3 		$217K Buy
2,261
+50
+2% +$5.01K 0.21% 72
2022
Q2 		$224K Sell
2,211
-9
-0.4% -$929 0.21% 71
2022
Q1 		$233K Sell
2,220
-173
-7% -$18.2K 0.19% 74
2021
Q4 		$253K Buy
+2,393
New +$254K 0.21% 74

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Peterson Financial Group's STIP Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024: 1,745 shares worth $177K. The stake represents 0.68% of the portfolio and ranks #37 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in STIP as recently as Q4 2022.

Peterson Financial Group first reported a position in STIP in Q4 2021 and has held it in 6 quarters since. The position peaked at $253K in Q4 2021. 570 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Peterson Financial Group held 1,745 shares of iShares 0-5 Year TIPS Bond ETF worth $177K as of Q3 2024.
  • iShares 0-5 Year TIPS Bond ETF was a new Peterson Financial Group position in Q3 2024.
  • iShares 0-5 Year TIPS Bond ETF made up 0.68% of Peterson Financial Group's portfolio in Q3 2024, its #37 holding.
  • Peterson Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $253K in Q4 2021.
  • 570 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.