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Tilson Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tilson Financial Group’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
-2,502
Closed -$254K – 75
2024
Q3 		$254K Buy
2,502
+81
+3% +$8.11K 0.11% 65
2024
Q2 		$241K Buy
+2,421
New +$240K 0.24% 35

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MWM
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RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
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3AM
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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
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Tilson Financial Group's STIP Position: Q4 2024 in Review

Tilson Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 2,502 shares — an estimated $254K sold.

Tilson Financial Group first reported a position in STIP in Q2 2024 and held it in 2 quarters. The position peaked at $254K in Q3 2024. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Tilson Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tilson Financial Group sold 2,502 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $254K.
  • Tilson Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 2 quarters.
  • Tilson Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $254K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Tilson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.