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

Werba Rubin Papier 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
2023 Q4	–	Sell	-7,230	Closed	-$701K	–	124
2023 Q3	$701K	Sell	7,230 -2,679	-27%	-$260K	0.25%	49
2023 Q2	$967K	Sell	9,909 -6,702	-40%	-$659K	0.34%	38
2023 Q1	$1.65M	Sell	16,611 -2,311	-12%	-$226K	0.65%	24
2022 Q4	$1.83M	Buy	+18,922	New	+$1.84M	0.76%	22

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Werba Rubin Papier Wealth Management's STIP Position: Q4 2023 in Review

Werba Rubin Papier Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 7,230 shares — an estimated $701K sold.

Werba Rubin Papier Wealth Management first reported a position in STIP in Q4 2022 and held it in 4 quarters. The position peaked at $1.83M in Q4 2022. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

Werba Rubin Papier Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 7,230 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $701K.
Werba Rubin Papier Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 4 quarters.
Werba Rubin Papier Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.83M in Q4 2022.
607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.