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StrongBox Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

StrongBox Wealth’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
-4,102
Closed -$398K – 84
2023
Q3 		$398K Sell
4,102
-1,170
-22% -$114K 0.25% 60
2023
Q2 		$515K Sell
5,272
-1,353
-20% -$133K 0.32% 57
2023
Q1 		$657K Hold
6,625
– – 0.44% 53
2022
Q4 		$642K Buy
6,625
+15
+0.2% +$1.46K 0.45% 52
2022
Q3 		$635K Sell
6,610
-2,810
-30% -$281K 0.46% 53
2022
Q2 		$955K Buy
9,420
+175
+2% +$18.1K 0.62% 49
2022
Q1 		$970K Buy
+9,245
New +$973K 0.55% 54

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

StrongBox Wealth's STIP Position: Q4 2023 in Review

StrongBox Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 4,102 shares — an estimated $398K sold.

StrongBox Wealth first reported a position in STIP in Q1 2022 and held it in 7 quarters. The position peaked at $970K in Q1 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • StrongBox Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • StrongBox Wealth sold 4,102 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $398K.
  • StrongBox Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 7 quarters.
  • StrongBox Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $970K in Q1 2022.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on StrongBox Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.