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

Tandem Wealth Advisors’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
Q1 		– Sell
-848
Closed -$82.2K – 77
2022
Q4 		$82.2K Buy
+848
New +$82.4K 0.05% 56

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tandem Wealth Advisors's STIP Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 848 shares — an estimated $82.2K sold.

Tandem Wealth Advisors first reported a position in STIP in Q4 2022 and held it in 1 quarter. The position peaked at $82.2K in Q4 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 848 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $82.2K.
  • Tandem Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $82.2K in Q4 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.