PG
STIP icon

Proffitt & Goodson’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Proffitt & Goodson’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
Q4 		– Sell
-270
Closed -$27.4K – 309
2024
Q3 		$27.4K Hold
270
– – ﹤0.01% 189
2024
Q2 		$26.9K Hold
270
– – ﹤0.01% 186
2024
Q1 		$26.8K Buy
+270
New +$26.7K ﹤0.01% 177

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Proffitt & Goodson's STIP Position: Q4 2024 in Review

Proffitt & Goodson sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 270 shares — an estimated $27.4K sold.

Proffitt & Goodson first reported a position in STIP in Q1 2024 and held it in 3 quarters. The position peaked at $27.4K in Q3 2024. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Proffitt & Goodson reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Proffitt & Goodson sold 270 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $27.4K.
  • Proffitt & Goodson first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and held it in 3 quarters.
  • Proffitt & Goodson's iShares 0-5 Year TIPS Bond ETF position peaked at $27.4K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.