Roof Eidam Maycock Peralta (REMP)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 Q3	–	Sell	-2,230	Closed	-$218K	–	126
2023 Q2	$218K	Sell	2,230 -122,115	-98%	-$12M	0.07%	110
2023 Q1	$12.3M	Buy	124,345 +4,950	+4%	+$484K	4.54%	6
2022 Q4	$11.6M	Sell	119,395 -35,455	-23%	-$3.44M	4.1%	7
2022 Q3	$14.9M	Sell	154,850 -1,855	-1%	-$186K	5.56%	4
2022 Q2	$15.9M	Buy	156,705 +2,270	+1%	+$234K	5.86%	4
2022 Q1	$16.2M	Buy	154,435 +7,720	+5%	+$813K	5.23%	5
2021 Q4	$15.5M	Buy	+146,715	New	+$15.5M	5.24%	5

Other funds holding STIP

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s STIP Position: Q3 2023 in Review

Roof Eidam Maycock Peralta (REMP) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 2,230 shares — an estimated $218K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in STIP in Q4 2021 and held it in 7 quarters. The position peaked at $16.2M in Q1 2022. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

Roof Eidam Maycock Peralta (REMP) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 2,230 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $218K.
Roof Eidam Maycock Peralta (REMP) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 7 quarters.
Roof Eidam Maycock Peralta (REMP)'s iShares 0-5 Year TIPS Bond ETF position peaked at $16.2M in Q1 2022.
583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q3 2023, filed 19 Oct 2023.