PCS
STIP icon

Private Client Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Private Client Services’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
-2,427
Closed -$241K – 148
2024
Q1 		$241K Sell
2,427
-734
-23% -$72.5K 0.16% 113
2023
Q4 		$312K Buy
+3,161
New +$308K 0.26% 100

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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

Private Client Services's STIP Position: Q2 2024 in Review

Private Client Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 2,427 shares — an estimated $241K sold.

Private Client Services first reported a position in STIP in Q4 2023 and held it in 2 quarters. The position peaked at $312K in Q4 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Private Client Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Private Client Services sold 2,427 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $241K.
  • Private Client Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 2 quarters.
  • Private Client Services's iShares 0-5 Year TIPS Bond ETF position peaked at $312K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Private Client Services's 13F filing for Q2 2024, filed 29 Jul 2024.