Sachetta’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sachetta’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 Q4	–	Sell	-1	Closed	-$102	–	1277
2024 Q3	$102	Buy	+1	New	+$100	﹤0.01%	1192

Other funds holding STIP

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

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sachetta's STIP Position: Q4 2024 in Review

Sachetta sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 1 share — an estimated $102 sold.

Sachetta first reported a position in STIP in Q3 2024 and held it in 1 quarter. The position peaked at $102 in Q3 2024. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

Sachetta reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Sachetta sold 1 iShares 0-5 Year TIPS Bond ETF share in Q4 2024, an estimated $102.
Sachetta first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and held it in 1 quarter.
Sachetta's iShares 0-5 Year TIPS Bond ETF position peaked at $102 in Q3 2024.
626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.