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

Tiedemann 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
Q3 		$147M Sell
1,520,895
-831,050
-35% -$80.7M 6.32% 5
2023
Q2 		$230M Buy
2,351,945
+240,051
+11% +$23.6M 9.76% 4
2023
Q1 		$210M Buy
2,111,894
+501,924
+31% +$49.1M 9.52% 3
2022
Q4 		$156M Buy
1,609,970
+1,601,052
+17,953% +$156M 7.48% 4
2022
Q3 		$857K Buy
+8,918
New +$893K 0.05% 121

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Tiedemann Advisors's STIP Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 35% in Q3 2023, selling an estimated $80.7M and leaving 1,520,895 shares worth $147M. The position accounts for 6.32% of the portfolio, ranked #5.

Tiedemann Advisors first reported a position in STIP in Q3 2022 and has held it in 5 quarters since. The position peaked at $230M in Q2 2023. 584 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Tiedemann Advisors held 1,520,895 shares of iShares 0-5 Year TIPS Bond ETF worth $147M as of Q3 2023.
  • Tiedemann Advisors sold 831,050 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $80.7M.
  • iShares 0-5 Year TIPS Bond ETF made up 6.32% of Tiedemann Advisors's portfolio in Q3 2023, its #5 holding.
  • Tiedemann Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 5 quarters since.
  • Tiedemann Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $230M in Q2 2023.
  • 584 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.