QCIG
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Quad-Cities Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Quad-Cities Investment 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 		– Sell
-2,042
Closed -$203K – 189
2024
Q2 		$203K Sell
2,042
-192
-9% -$19K 0.11% 164
2024
Q1 		$222K Sell
2,234
-188
-8% -$18.6K 0.13% 155
2023
Q4 		$238K Sell
2,422
-8,544
-78% -$832K 0.15% 147
2023
Q3 		$1.06M Sell
10,966
-9,443
-46% -$917K 0.71% 37
2023
Q2 		$1.99M Sell
20,409
-602
-3% -$59.2K 1.3% 21
2023
Q1 		$2.08M Sell
21,011
-2,482
-11% -$243K 1.44% 19
2022
Q4 		$2.28M Buy
23,493
+1,808
+8% +$176K 1.68% 13
2022
Q3 		$2.08M Sell
21,685
-1,182
-5% -$118K 1.62% 12
2022
Q2 		$2.32M Buy
22,867
+8,338
+57% +$861K 1.72% 11
2022
Q1 		$1.52M Buy
14,529
+8,568
+144% +$902K 0.98% 24
2021
Q4 		$631K Sell
5,961
-2,497
-30% -$265K 0.39% 72
2021
Q3 		$893K Sell
8,458
-2,820
-25% -$299K 0.62% 44
2021
Q2 		$1.2M Buy
11,278
+2,554
+29% +$271K 0.81% 31
2021
Q1 		$922K Buy
8,724
+1,656
+23% +$174K 0.7% 35
2020
Q4 		$738K Buy
+7,068
New +$733K 0.61% 43

Other funds holding STIP

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Quad-Cities Investment Group's STIP Position: Q3 2024 in Review

Quad-Cities Investment Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 2,042 shares — an estimated $203K sold.

Quad-Cities Investment Group first reported a position in STIP in Q4 2020 and held it in 15 quarters. The position peaked at $2.32M in Q2 2022. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Quad-Cities Investment Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Quad-Cities Investment Group sold 2,042 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $203K.
  • Quad-Cities Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 15 quarters.
  • Quad-Cities Investment Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.32M in Q2 2022.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Quad-Cities Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.