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StrategIQ Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

StrategIQ Financial 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
Q4 		$679K Sell
6,890
-410
-6% -$39.9K 0.08% 184
2023
Q3 		$708K Sell
7,300
-1,000
-12% -$97.2K 0.08% 175
2023
Q2 		$810K Sell
8,300
-3,012
-27% -$296K 0.09% 161
2023
Q1 		$1.12M Sell
11,312
-7,870
-41% -$769K 0.13% 123
2022
Q4 		$1.86M Sell
19,182
-19,657
-51% -$1.91M 0.22% 86
2022
Q3 		$3.73M Buy
38,839
+26,194
+207% +$2.62M 0.47% 50
2022
Q2 		$1.28M Buy
12,645
+4,442
+54% +$459K 0.16% 109
2022
Q1 		$861K Buy
+8,203
New +$864K 0.09% 148

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return