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Sentinel Pension Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sentinel Pension Advisors’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
Q1 		– Sell
-2,057
Closed -$203K – 110
2023
Q4 		$203K Sell
2,057
-114
-5% -$11.1K 0.05% 96
2023
Q3 		$210K Sell
2,171
-681
-24% -$66.2K 0.05% 96
2023
Q2 		$278K Sell
2,852
-921
-24% -$90.6K 0.07% 79
2023
Q1 		$375K Sell
3,773
-473
-11% -$46.2K 0.1% 70
2022
Q4 		$412K Sell
4,246
-686
-14% -$66.6K 0.13% 61
2022
Q3 		$474K Sell
4,932
-533
-10% -$53.4K 0.17% 58
2022
Q2 		$554K Sell
5,465
-28,769
-84% -$2.97M 0.19% 56
2022
Q1 		$3.59M Buy
34,234
+884
+3% +$93.1K 1.22% 20
2021
Q4 		$3.53M Buy
33,350
+1,845
+6% +$196K 1.11% 18
2021
Q3 		$3.33M Buy
31,505
+2,875
+10% +$305K 1.13% 17
2021
Q2 		$3.04M Buy
+28,630
New +$3.04M 1.07% 18

Other funds holding STIP

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Sentinel Pension Advisors's STIP Position: Q1 2024 in Review

Sentinel Pension Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 2,057 shares — an estimated $203K sold.

Sentinel Pension Advisors first reported a position in STIP in Q2 2021 and held it in 11 quarters. The position peaked at $3.59M in Q1 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Sentinel Pension Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Sentinel Pension Advisors sold 2,057 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $203K.
  • Sentinel Pension Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 11 quarters.
  • Sentinel Pension Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.59M in Q1 2022.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Sentinel Pension Advisors's 13F filing for Q1 2024, filed 14 May 2024.