RFM
STIP icon

Royal Fund Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Royal Fund 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
Q3 		– Sell
-2,129
Closed -$212K – 371
2024
Q2 		$212K Buy
2,129
+9
+0.4% +$893 0.02% 262
2024
Q1 		$211K Sell
2,120
-57
-3% -$5.63K 0.02% 290
2023
Q4 		$215K Buy
2,177
+60
+3% +$5.85K 0.02% 267
2023
Q3 		$205K Sell
2,117
-2,575
-55% -$250K 0.03% 252
2023
Q2 		$458K Sell
4,692
-54,838
-92% -$5.39M 0.06% 210
2023
Q1 		$5.91M Buy
59,530
+35,712
+150% +$3.49M 0.85% 34
2022
Q4 		$2.31M Sell
23,818
-11,296
-32% -$1.1M 0.37% 90
2022
Q3 		$3.37M Buy
+35,114
New +$3.52M 0.61% 61

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Royal Fund Management's STIP Position: Q3 2024 in Review

Royal Fund Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 2,129 shares — an estimated $212K sold.

Royal Fund Management first reported a position in STIP in Q3 2022 and held it in 8 quarters. The position peaked at $5.91M in Q1 2023. 570 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Royal Fund Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Royal Fund Management sold 2,129 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $212K.
  • Royal Fund Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 8 quarters.
  • Royal Fund Management's iShares 0-5 Year TIPS Bond ETF position peaked at $5.91M in Q1 2023.
  • 570 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Royal Fund Management's 13F filing for Q3 2024, filed 8 Oct 2024.