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Smart Money Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Smart Money Group’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
Q3 		– Sell
-100,408
Closed -$9.8M – 81
2023
Q2 		$9.8M Buy
100,408
+46,796
+87% +$4.6M 4.67% 6
2023
Q1 		$5.32M Buy
53,612
+21,677
+68% +$2.12M 2.67% 13
2022
Q4 		$3.1M Sell
31,935
-57,504
-64% -$5.59M 1.62% 16
2022
Q3 		$8.6M Buy
89,439
+47,203
+112% +$4.73M 5.86% 6
2022
Q2 		$4.28M Buy
+42,236
New +$4.36M 2.97% 8
2020
Q1 		– Sell
-6,568
Closed -$662K – 97
2019
Q4 		$662K Buy
6,568
+266
+4% +$26.7K 0.39% 53
2019
Q3 		$632K Buy
6,302
+203
+3% +$20.3K 0.51% 46
2019
Q2 		$613K Buy
6,099
+535
+10% +$53.5K 0.51% 46
2019
Q1 		$555K Sell
5,564
-1,576
-22% -$156K 0.48% 49
2018
Q4 		$700K Buy
7,140
+2,643
+59% +$259K 0.73% 33
2018
Q3 		$444K Buy
4,497
+391
+10% +$38.7K 0.4% 43
2018
Q2 		$409K Buy
4,106
+97
+2% +$9.66K 0.37% 43
2018
Q1 		$401K Buy
+4,009
New +$400K 0.41% 42

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Smart Money Group's STIP Position: Q3 2023 in Review

Smart Money Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 100,408 shares — an estimated $9.8M sold.

Smart Money Group first reported a position in STIP in Q1 2018 and held it in 13 quarters. The position peaked at $9.8M in Q2 2023. 584 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Smart Money Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Smart Money Group sold 100,408 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $9.8M.
  • Smart Money Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and held it in 13 quarters.
  • Smart Money Group's iShares 0-5 Year TIPS Bond ETF position peaked at $9.8M in Q2 2023.
  • 584 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Smart Money Group's 13F filing for Q3 2023, filed 13 Nov 2023.