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Significant Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Significant Wealth Partners’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
-2,265
Closed -$223K – 188
2023
Q4 		$223K Buy
+2,265
New +$221K 0.16% 137

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Significant Wealth Partners's STIP Position: Q1 2024 in Review

Significant Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 2,265 shares — an estimated $223K sold.

Significant Wealth Partners first reported a position in STIP in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Significant Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 2,265 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $223K.
  • Significant Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $223K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.