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

Veritable’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 		– Sell
-5,718
Closed -$558K – 701
2023
Q2 		$558K Buy
+5,718
New +$562K 0.01% 507
2022
Q4 		– Sell
-57,778
Closed -$5.55M – 894
2022
Q3 		$5.55M Sell
57,778
-4,505
-7% -$451K 0.11% 102
2022
Q2 		$6.32M Hold
62,283
– – 0.11% 100
2022
Q1 		$6.54M Buy
62,283
+35,960
+137% +$3.79M 0.1% 113
2021
Q4 		$2.79M Sell
26,323
-62,820
-70% -$6.66M 0.04% 202
2021
Q3 		$9.42M Buy
89,143
+320
+0.4% +$34K 0.15% 76
2021
Q2 		$9.44M Buy
+88,823
New +$9.43M 0.15% 78

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Veritable's STIP Position: Q3 2023 in Review

Veritable sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 5,718 shares — an estimated $558K sold.

Veritable first reported a position in STIP in Q2 2021 and held it in 7 quarters. The position peaked at $9.44M in Q2 2021. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Veritable reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 5,718 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $558K.
  • Veritable first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 7 quarters.
  • Veritable's iShares 0-5 Year TIPS Bond ETF position peaked at $9.44M in Q2 2021.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.