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Tower Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tower Wealth Partners’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
-29,659
Closed -$3.01M – 83
2024
Q3 		$3.01M Sell
29,659
-443
-1% -$44.4K 1.75% 11
2024
Q2 		$2.99M Sell
30,102
-6,822
-18% -$677K 1.85% 11
2024
Q1 		$3.67M Buy
36,924
+903
+3% +$89.2K 2.38% 11
2023
Q4 		$3.55M Buy
36,021
+3,963
+12% +$386K 2.51% 11
2023
Q3 		$3.11M Buy
32,058
+662
+2% +$64.3K 2.55% 10
2023
Q2 		$3.06M Sell
31,396
-199
-0.6% -$19.6K 2.46% 10
2023
Q1 		$3.14M Buy
31,595
+25
+0.1% +$2.44K 2.62% 9
2022
Q4 		$3.06M Buy
31,570
+300
+1% +$29.1K 2.67% 9
2022
Q3 		$3.04M Buy
+31,270
New +$3.13M 2.89% 8

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 $2.24B AUM 16.9% 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

Tower Wealth Partners's STIP Position: Q4 2024 in Review

Tower Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 29,659 shares — an estimated $3.01M sold.

Tower Wealth Partners first reported a position in STIP in Q3 2022 and held it in 9 quarters. The position peaked at $3.67M in Q1 2024. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Tower Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tower Wealth Partners sold 29,659 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $3.01M.
  • Tower Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 9 quarters.
  • Tower Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $3.67M in Q1 2024.
  • 625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Tower Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.