Prudential Financial
STIP icon

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

Prudential 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
Q4 		– Sell
-132,523
Closed -$13.4M – 2674
2024
Q3 		$13.4M Buy
132,523
+4,556
+4% +$456K 0.02% 568
2024
Q2 		$12.7M Buy
127,967
+2,985
+2% +$296K 0.02% 546
2024
Q1 		$12.4M Sell
124,982
-18,691
-13% -$1.85M 0.02% 603
2023
Q4 		$14.2M Buy
143,673
+34,718
+32% +$3.38M 0.02% 535
2023
Q3 		$10.6M Sell
108,955
-44,438
-29% -$4.32M 0.02% 620
2023
Q2 		$15M Sell
153,393
-21,676
-12% -$2.13M 0.02% 527
2023
Q1 		$17.4M Buy
175,069
+17,606
+11% +$1.72M 0.03% 474
2022
Q4 		$15.3M Buy
157,463
+84,026
+114% +$8.16M 0.03% 495
2022
Q3 		$7.08M Buy
73,437
+2,665
+4% +$267K 0.01% 761
2022
Q2 		$7.18M Buy
70,772
+34,995
+98% +$3.61M 0.01% 770
2022
Q1 		$3.75M Buy
35,777
+7,013
+24% +$738K 0.01% 1134
2021
Q4 		$3.05M Buy
28,764
+3,453
+14% +$366K ﹤0.01% 1306
2021
Q3 		$2.68M Buy
25,311
+13,508
+114% +$1.43M ﹤0.01% 1312
2021
Q2 		$1.25M Buy
+11,803
New +$1.25M ﹤0.01% 1716
2017
Q1 		– Sell
-5,961
Closed -$600K – 2365
2016
Q4 		$600K Buy
+5,961
New +$600K ﹤0.01% 1978

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

Prudential Financial's STIP Position: Q4 2024 in Review

Prudential Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 132,523 shares — an estimated $13.4M sold.

Prudential Financial first reported a position in STIP in Q4 2016 and held it in 15 quarters. The position peaked at $17.4M in Q1 2023. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Prudential Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 132,523 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $13.4M.
  • Prudential Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and held it in 15 quarters.
  • Prudential Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $17.4M in Q1 2023.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.