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Southland Equity Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Southland Equity 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
Q2 		– Sell
-11,815
Closed -$1.17M – 225
2024
Q1 		$1.17M Buy
11,815
+463
+4% +$45.8K 0.33% 53
2023
Q4 		$1.12M Sell
11,352
-178
-2% -$17.3K 0.35% 49
2023
Q3 		$1.12M Sell
11,530
-204
-2% -$19.8K 0.38% 47
2023
Q2 		$1.15M Buy
11,734
+1,013
+9% +$99.7K 0.39% 47
2023
Q1 		$1.06M Sell
10,721
-4
-0% -$391 0.42% 48
2022
Q4 		$1.04M Buy
10,725
+410
+4% +$39.8K 0.4% 42
2022
Q3 		$991K Sell
10,315
-812
-7% -$81.3K 0.49% 44
2022
Q2 		$1.13M Buy
11,127
+1,086
+11% +$112K 0.52% 41
2022
Q1 		$1.05M Buy
10,041
+4,352
+76% +$458K 0.44% 43
2021
Q4 		$602K Buy
5,689
+2,463
+76% +$261K 0.25% 74
2021
Q3 		$341K Buy
3,226
+90
+3% +$9.55K 0.16% 101
2021
Q2 		$333K Buy
+3,136
New +$333K 0.16% 100

Other funds holding STIP

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Southland Equity Partners's STIP Position: Q2 2024 in Review

Southland Equity Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 11,815 shares — an estimated $1.17M sold.

Southland Equity Partners first reported a position in STIP in Q2 2021 and held it in 12 quarters. The position peaked at $1.17M in Q1 2024. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Southland Equity Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Southland Equity Partners sold 11,815 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $1.17M.
  • Southland Equity Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 12 quarters.
  • Southland Equity Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $1.17M in Q1 2024.
  • 575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Southland Equity Partners's 13F filing for Q2 2024, filed 12 Jul 2024.