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

Wealth Management Solutions’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
-2,867
Closed -$280K – 85
2023
Q2 		$280K Buy
2,867
+263
+10% +$25.9K 0.18% 68
2023
Q1 		$258K Buy
+2,604
New +$255K 0.15% 72
2022
Q4 		– Sell
-2,573
Closed -$247K – 96
2022
Q3 		$247K Buy
2,573
+10
+0.4% +$1K 0.14% 67
2022
Q2 		$260K Buy
2,563
+7
+0.3% +$723 0.15% 71
2022
Q1 		$268K Sell
2,556
-18
-0.7% -$1.9K 0.14% 90
2021
Q4 		$273K Buy
+2,574
New +$273K 0.14% 96

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Management Solutions's STIP Position: Q3 2023 in Review

Wealth Management Solutions sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 2,867 shares — an estimated $280K sold.

Wealth Management Solutions first reported a position in STIP in Q4 2021 and held it in 6 quarters. The position peaked at $280K in Q2 2023. 584 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Wealth Management Solutions reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 2,867 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $280K.
  • Wealth Management Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 6 quarters.
  • Wealth Management Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $280K in Q2 2023.
  • 584 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.