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True Link Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

True Link Financial 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
2024
Q1 		– Sell
-15,712
Closed -$1.55M – 74
2023
Q4 		$1.55M Sell
15,712
-5,350
-25% -$521K 0.17% 22
2023
Q3 		$2.04M Sell
21,062
-175
-0.8% -$17K 0.24% 23
2023
Q2 		$2.07M Hold
21,237
– – 0.25% 23
2023
Q1 		$2.11M Hold
21,237
– – 0.26% 26
2022
Q4 		$2.06M Sell
21,237
-815
-4% -$79.2K 0.28% 26
2022
Q3 		$2.12M Buy
22,052
+815
+4% +$81.6K 0.31% 26
2022
Q2 		$2.15M Hold
21,237
– – 0.33% 29
2022
Q1 		$2.23M Hold
21,237
– – 0.32% 26
2021
Q4 		$2.25M Hold
21,237
– – 0.3% 31
2021
Q3 		$2.24M Buy
21,237
+1,225
+6% +$130K 0.31% 35
2021
Q2 		$2.13M Buy
20,012
+2,250
+13% +$239K 0.31% 38
2021
Q1 		$1.88M Buy
17,762
+1,250
+8% +$131K 0.27% 44
2020
Q4 		$1.72M Buy
+16,512
New +$1.71M 0.27% 47

Other funds holding STIP

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

True Link Financial Advisors's STIP Position: Q1 2024 in Review

True Link Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 15,712 shares — an estimated $1.55M sold.

True Link Financial Advisors first reported a position in STIP in Q4 2020 and held it in 13 quarters. The position peaked at $2.25M in Q4 2021. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • True Link Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • True Link Financial Advisors sold 15,712 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $1.55M.
  • True Link Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 13 quarters.
  • True Link Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.25M in Q4 2021.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on True Link Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.