ULWM
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Upper Left Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Upper Left Wealth Management’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
Q3 		– Sell
-2,705
Closed -$269K – 63
2024
Q2 		$269K Sell
2,705
-22
-0.8% -$2.18K 0.24% 56
2024
Q1 		$271K Sell
2,727
-422
-13% -$41.7K 0.25% 55
2023
Q4 		$310K Buy
+3,149
New +$307K 0.3% 56

Other funds holding STIP

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Upper Left Wealth Management's STIP Position: Q3 2024 in Review

Upper Left Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 2,705 shares — an estimated $269K sold.

Upper Left Wealth Management first reported a position in STIP in Q4 2023 and held it in 3 quarters. The position peaked at $310K in Q4 2023. 570 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Upper Left Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Upper Left Wealth Management sold 2,705 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $269K.
  • Upper Left Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 3 quarters.
  • Upper Left Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $310K in Q4 2023.
  • 570 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Upper Left Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.