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Wetzel Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wetzel Investment Advisors’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
-1,000
Closed -$99.4K – 793
2024
Q2 		$99.4K Hold
1,000
– – 0.06% 176
2024
Q1 		$99.2K Hold
1,000
– – 0.06% 179
2023
Q4 		$99K Buy
+1,000
New +$97.4K 0.06% 177

Other funds holding STIP

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Wetzel Investment Advisors's STIP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 1,000 shares — an estimated $99.4K sold.

Wetzel Investment Advisors first reported a position in STIP in Q4 2023 and held it in 3 quarters. The position peaked at $99.4K in Q2 2024. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,000 iShares 0-5 Year TIPS Bond ETF shares in Q3 2024, an estimated $99.4K.
  • Wetzel Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $99.4K in Q2 2024.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.