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Smith, Moore & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Smith, Moore & Co’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 		– Sell
-3,732
Closed -$362K – 420
2023
Q3 		$362K Buy
3,732
+59
+2% +$5.73K 0.05% 284
2023
Q2 		$359K Sell
3,673
-51
-1% -$5.02K 0.05% 291
2023
Q1 		$370K Buy
3,724
+136
+4% +$13.3K 0.05% 281
2022
Q4 		$348K Hold
3,588
– – 0.05% 280
2022
Q3 		$345K Buy
+3,588
New +$359K 0.05% 272

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

Smith, Moore & Co's STIP Position: Q4 2023 in Review

Smith, Moore & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 3,732 shares — an estimated $362K sold.

Smith, Moore & Co first reported a position in STIP in Q3 2022 and held it in 5 quarters. The position peaked at $370K in Q1 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Smith, Moore & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Smith, Moore & Co sold 3,732 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $362K.
  • Smith, Moore & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 5 quarters.
  • Smith, Moore & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $370K in Q1 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Smith, Moore & Co's 13F filing for Q4 2023, filed 13 Feb 2024.