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Richardson Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Richardson Capital Management’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
Q1 		– Sell
-280
Closed -$27.6K – 175
2023
Q4 		$27.6K Buy
+280
New +$27.3K 0.03% 72

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MWM
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RWM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Richardson Capital Management's STIP Position: Q1 2024 in Review

Richardson Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 280 shares — an estimated $27.6K sold.

Richardson Capital Management first reported a position in STIP in Q4 2023 and held it in 1 quarter. The position peaked at $27.6K in Q4 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Richardson Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Richardson Capital Management sold 280 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $27.6K.
  • Richardson Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 1 quarter.
  • Richardson Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $27.6K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Richardson Capital Management's 13F filing for Q1 2024, filed 17 Apr 2024.