Robertson Stephens Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Robertson Stephens Wealth 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 Q2	–	Sell	-2,179	Closed	-$217K	–	537
2024 Q1	$217K	Sell	2,179 -270	-11%	-$26.7K	0.01%	471
2023 Q4	$241K	Sell	2,449 -1,056	-30%	-$103K	0.01%	415
2023 Q3	$340K	Buy	3,505 +1,126	+47%	+$109K	0.02%	363
2023 Q2	$232K	Buy	+2,379	New	+$234K	0.02%	388
2022 Q4	–	Sell	-12,193	Closed	-$1.17M	–	435
2022 Q3	$1.17M	Buy	12,193 +8,535	+233%	+$855K	0.12%	137
2022 Q2	$371K	Sell	3,658 -5,736	-61%	-$592K	0.04%	276
2022 Q1	$985K	Buy	+9,394	New	+$989K	0.08%	182
2021 Q4	–	Sell	-8,666	Closed	-$915K	–	395
2021 Q3	$915K	Buy	+8,666	New	+$919K	0.1%	130

Other funds holding STIP

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Robertson Stephens Wealth Management's STIP Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 2,179 shares — an estimated $217K sold.

Robertson Stephens Wealth Management first reported a position in STIP in Q3 2021 and held it in 8 quarters. The position peaked at $1.17M in Q3 2022. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

Robertson Stephens Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 2,179 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $217K.
Robertson Stephens Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 8 quarters.
Robertson Stephens Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.17M in Q3 2022.
575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.