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Thurston Springer Miller Herd & Titak’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Thurston Springer Miller Herd & Titak’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 		– Sell
-100
Closed -$10.1K – 1381
2024
Q3 		$10.1K Hold
100
– – ﹤0.01% 1019
2024
Q2 		$9.95K Buy
+100
New +$9.92K ﹤0.01% 1013

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's STIP Position: Q4 2024 in Review

Thurston Springer Miller Herd & Titak sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 100 shares — an estimated $10.1K sold.

Thurston Springer Miller Herd & Titak first reported a position in STIP in Q2 2024 and held it in 2 quarters. The position peaked at $10.1K in Q3 2024. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Thurston Springer Miller Herd & Titak reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 100 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $10.1K.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's iShares 0-5 Year TIPS Bond ETF position peaked at $10.1K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q4 2024, filed 14 Jan 2025.