Resource Planning Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Resource Planning 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
2023 Q4	$3.52M	Sell	35,695 -4,365	-11%	-$425K	2.24%	15
2023 Q3	$3.88M	Sell	40,060 -1,023	-2%	-$99.4K	3.29%	13
2023 Q2	$4.01M	Buy	41,083 +2,978	+8%	+$293K	3.25%	13
2023 Q1	$3.78M	Buy	38,105 +4,656	+14%	+$455K	3.07%	13
2022 Q4	$3.24M	Buy	33,449 +6,703	+25%	+$651K	2.6%	13
2022 Q3	$2.57M	Buy	26,746 +5,225	+24%	+$523K	2.24%	11
2022 Q2	$2.18M	Buy	+21,521	New	+$2.22M	1.82%	11

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Resource Planning Group's STIP Position: Q4 2023 in Review

Resource Planning Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q4 2023, selling an estimated $425K and leaving 35,695 shares worth $3.52M. The position accounts for 2.24% of the portfolio, ranked #15.

Resource Planning Group first reported a position in STIP in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.01M in Q2 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

Resource Planning Group held 35,695 shares of iShares 0-5 Year TIPS Bond ETF worth $3.52M as of Q4 2023.
Resource Planning Group sold 4,365 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $425K.
iShares 0-5 Year TIPS Bond ETF made up 2.24% of Resource Planning Group's portfolio in Q4 2023, its #15 holding.
Resource Planning Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 7 quarters since.
Resource Planning Group's iShares 0-5 Year TIPS Bond ETF position peaked at $4.01M in Q2 2023.
607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.