RA
STIP icon

Rise Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rise Advisors’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
Q2 		– Sell
-232
Closed -$23.1K – 1270
2024
Q1 		$23.1K Hold
232
– – 0.01% 549
2023
Q4 		$22.9K Buy
232
+2
+0.9% +$195 0.02% 240
2023
Q3 		$22.3K Buy
230
+2
+0.9% +$194 0.02% 222
2023
Q2 		$22.2K Buy
228
+2
+0.9% +$197 0.02% 223
2023
Q1 		$22.4K Hold
226
– – 0.02% 237
2022
Q4 		$21.9K Buy
226
+1
+0.4% +$97 0.02% 237
2022
Q3 		$22K Buy
225
+6
+3% +$601 0.02% 232
2022
Q2 		$22K Buy
219
+5
+2% +$516 0.02% 230
2022
Q1 		$22K Buy
214
+101
+89% +$10.6K 0.02% 236
2021
Q4 		$12K Buy
+113
New +$12K 0.01% 305

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Rise Advisors's STIP Position: Q2 2024 in Review

Rise Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 232 shares — an estimated $23.1K sold.

Rise Advisors first reported a position in STIP in Q4 2021 and held it in 10 quarters. The position peaked at $23.1K in Q1 2024. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Rise Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 232 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $23.1K.
  • Rise Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 10 quarters.
  • Rise Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $23.1K in Q1 2024.
  • 575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.