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Romano Brothers & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-517
Closed -$50.1K – 888
2022
Q4 		$50.1K Buy
+517
New +$50.2K 0.01% 469

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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Romano Brothers & Co's STIP Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 517 shares — an estimated $50.1K sold.

Romano Brothers & Co first reported a position in STIP in Q4 2022 and held it in 1 quarter. The position peaked at $50.1K in Q4 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 517 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $50.1K.
  • Romano Brothers & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $50.1K in Q4 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.