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

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

StrategIQ Financial Group's STIP Position: Q4 2023 in Review

StrategIQ Financial Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.6% in Q4 2023, selling an estimated $39.9K and leaving 6,890 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #184.

StrategIQ Financial Group first reported a position in STIP in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.73M in Q3 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

StrategIQ Financial Group held 6,890 shares of iShares 0-5 Year TIPS Bond ETF worth $679K as of Q4 2023.
StrategIQ Financial Group sold 410 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $39.9K.
iShares 0-5 Year TIPS Bond ETF made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #184 holding.
StrategIQ Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 8 quarters since.
StrategIQ Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $3.73M in Q3 2022.
607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.