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

Simplicity Solutions’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
2023
Q4 		$8.32M Buy
84,360
+13,283
+19% +$1.29M 0.23% 75
2023
Q3 		$6.89M Sell
71,077
-11,419
-14% -$1.11M 0.22% 85
2023
Q2 		$8.05M Buy
82,496
+205
+0.2% +$20.2K 0.22% 90
2023
Q1 		$8.17M Buy
82,291
+78,205
+1,914% +$7.64M 0.21% 93
2022
Q4 		$396K Sell
4,086
-1,760
-30% -$171K 0.05% 400
2022
Q3 		$562K Sell
5,846
-2,313
-28% -$232K 0.08% 283
2022
Q2 		$828K Buy
8,159
+488
+6% +$50.4K 0.11% 213
2022
Q1 		$805K Sell
7,671
-1,813
-19% -$191K 0.1% 212
2021
Q4 		$1M Buy
9,484
+2,973
+46% +$315K 0.11% 216
2021
Q3 		$688K Buy
+6,511
New +$691K 0.11% 214
2021
Q1 		– Sell
-14,170
Closed -$1.48M – 917
2020
Q4 		$1.48M Sell
14,170
-178
-1% -$18.5K 0.02% 454
2020
Q3 		$1.49M Buy
14,348
+4,026
+39% +$417K 0.03% 404
2020
Q2 		$1.06M Buy
10,322
+7,369
+250% +$748K 0.02% 456
2020
Q1 		$295K Buy
2,953
+41
+1% +$4.12K 0.01% 611
2019
Q4 		$293K Sell
2,912
-40,893
-93% -$4.1M 0.01% 677
2019
Q3 		$4.39M Sell
43,805
-557
-1% -$55.8K 0.18% 105
2019
Q2 		$4.46M Buy
44,362
+21,889
+97% +$2.19M 0.19% 80
2019
Q1 		$2.24M Buy
+22,473
New +$2.22M 0.13% 146
2018
Q4 		– Sell
-8,714
Closed -$861K – 778
2018
Q3 		$861K Buy
8,714
+1,905
+28% +$189K 0.05% 183
2018
Q2 		$679K Buy
6,809
+784
+13% +$78.1K 0.05% 208
2018
Q1 		$603K Buy
6,025
+3,460
+135% +$345K 0.05% 182
2017
Q4 		$256K Buy
+2,565
New +$257K 0.02% 315

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Solutions's STIP Position: Q4 2023 in Review

Simplicity Solutions increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 19% in Q4 2023, buying an estimated $1.29M and bringing the position to 84,360 shares worth $8.32M. The position accounts for 0.23% of the portfolio, ranked #75.

Simplicity Solutions first reported a position in STIP in Q4 2017 and has held it in 22 quarters since. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Simplicity Solutions held 84,360 shares of iShares 0-5 Year TIPS Bond ETF worth $8.32M as of Q4 2023.
  • Simplicity Solutions bought 13,283 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $1.29M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.23% of Simplicity Solutions's portfolio in Q4 2023, its #75 holding.
  • Simplicity Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.