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

Sugarloaf Wealth Management’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
Q4 		$11K Sell
109
-679
-86% -$68.4K ﹤0.01% 488
2024
Q3 		$79.8K Sell
788
-953
-55% -$95.5K 0.02% 256
2024
Q2 		$173K Sell
1,741
-1,773
-50% -$176K 0.04% 165
2024
Q1 		$349K Sell
3,514
-5,340
-60% -$528K 0.07% 106
2023
Q4 		$873K Sell
8,854
-3,172
-26% -$309K 0.21% 58
2023
Q3 		$1.17M Buy
12,026
+2,510
+26% +$244K 0.29% 48
2023
Q2 		$929K Sell
9,516
-7,487
-44% -$737K 0.22% 56
2023
Q1 		$1.69M Buy
17,003
+16,596
+4,078% +$1.62M 0.41% 36
2022
Q4 		$39.5K Hold
407
– – 0.01% 317
2022
Q3 		$40K Buy
407
+2
+0.5% +$200 0.01% 320
2022
Q2 		$41K Buy
405
+3
+0.7% +$310 0.01% 318
2022
Q1 		$42K Sell
402
-89
-18% -$9.37K 0.01% 307
2021
Q4 		$52K Buy
491
+1
+0.2% +$106 0.01% 291
2021
Q3 		$52K Sell
490
-173
-26% -$18.4K 0.01% 259
2021
Q2 		$70K Buy
663
+555
+514% +$58.9K 0.02% 233
2021
Q1 		$100 Sell
108
-1,178
-92% -$124K 0.03% 184
2020
Q4 		$134K Sell
1,286
-269
-17% -$27.9K 0.04% 148
2020
Q3 		$162K Sell
1,555
-3,078
-66% -$318K 0.06% 122
2020
Q2 		$474K Buy
4,633
+596
+15% +$60.5K 0.18% 68
2020
Q1 		$403K Sell
4,037
-3,859
-49% -$388K 0.18% 72
2019
Q4 		$795K Buy
+7,896
New +$792K 0.34% 54

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sugarloaf Wealth Management's STIP Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 86% in Q4 2024, selling an estimated $68.4K and leaving 109 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Sugarloaf Wealth Management first reported a position in STIP in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.69M in Q1 2023. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Sugarloaf Wealth Management held 109 shares of iShares 0-5 Year TIPS Bond ETF worth $11K as of Q4 2024.
  • Sugarloaf Wealth Management sold 679 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $68.4K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #488 holding.
  • Sugarloaf Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.69M in Q1 2023.
  • 625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.