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RPg Family Wealth Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

RPg Family Wealth Advisory’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
-9,294
Closed -$925K – 109
2024
Q2 		$925K Buy
9,294
+1,113
+14% +$110K 0.3% 71
2024
Q1 		$813K Buy
8,181
+840
+11% +$83K 0.26% 75
2023
Q4 		$724K Buy
7,341
+295
+4% +$28.7K 0.27% 80
2023
Q3 		$683K Sell
7,046
-4,984
-41% -$484K 0.28% 72
2023
Q2 		$1.17M Sell
12,030
-7,204
-37% -$709K 0.47% 66
2023
Q1 		$1.91M Buy
19,234
+1,682
+10% +$164K 1.05% 35
2022
Q4 		$1.7M Buy
+17,552
New +$1.71M 1.17% 31
2017
Q2 		– Sell
-296
Closed -$30K – 314
2017
Q1 		$30K Buy
+296
New +$29.9K 0.02% 182

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 $5.7T 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 $376B 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 $5.82B AUM 16.73% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return