West Branch Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

West Branch Capital’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	-41	Closed	-$3.97K	–	464
2023 Q3	$3.97K	Hold	41	–	–	﹤0.01%	362
2023 Q2	$4K	Hold	41	–	–	﹤0.01%	363
2023 Q1	$4.07K	Hold	41	–	–	﹤0.01%	371
2022 Q4	$3.98K	Hold	41	–	–	﹤0.01%	364
2022 Q3	$4K	Hold	41	–	–	﹤0.01%	374
2022 Q2	$4K	Hold	41	–	–	﹤0.01%	356
2022 Q1	$4K	Hold	41	–	–	﹤0.01%	373
2021 Q4	$4K	Buy	+41	New	+$4.34K	﹤0.01%	398

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

West Branch Capital's STIP Position: Q4 2023 in Review

West Branch Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 41 shares — an estimated $3.97K sold.

West Branch Capital first reported a position in STIP in Q4 2021 and held it in 8 quarters. The position peaked at $4.07K in Q1 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

West Branch Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 41 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $3.97K.
West Branch Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 8 quarters.
West Branch Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $4.07K in Q1 2023.
607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.