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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RPg Family Wealth Advisory's STIP Position: Q3 2024 in Review

RPg Family Wealth Advisory sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 9,294 shares — an estimated $925K sold.

RPg Family Wealth Advisory first reported a position in STIP in Q1 2017 and held it in 8 quarters. The position peaked at $1.91M in Q1 2023. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

RPg Family Wealth Advisory reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
RPg Family Wealth Advisory sold 9,294 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $925K.
RPg Family Wealth Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and held it in 8 quarters.
RPg Family Wealth Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $1.91M in Q1 2023.
571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2024, filed 5 Nov 2024.