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Petix & Botte Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Petix & Botte Financial’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
-6,453
Closed -$642K – 156
2024
Q1 		$642K Buy
+6,453
New +$638K 0.16% 85

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BlackRock
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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

Petix & Botte Financial's STIP Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 6,453 shares — an estimated $642K sold.

Petix & Botte Financial first reported a position in STIP in Q1 2024 and held it in 1 quarter. The position peaked at $642K in Q1 2024. 574 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 6,453 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $642K.
  • Petix & Botte Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $642K in Q1 2024.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.