WAM
STIP icon

WFA Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WFA Asset 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
-9,617
Closed -$932K – 253
2023
Q3 		$932K Buy
9,617
+100
+1% +$9.72K 0.55% 20
2023
Q2 		$929K Sell
9,517
-56,717
-86% -$5.58M 0.55% 19
2023
Q1 		$6.57M Sell
66,234
-6,681
-9% -$653K 4.03% 7
2022
Q4 		$7.07M Sell
72,915
-13,974
-16% -$1.36M 4.64% 6
2022
Q3 		$8.35M Buy
86,889
+1,673
+2% +$168K 5.95% 5
2022
Q2 		$8.64M Buy
85,216
+1,332
+2% +$138K 6.05% 5
2022
Q1 		$8.8M Buy
83,884
+305
+0.4% +$32.1K 5.77% 6
2021
Q4 		$8.85M Buy
+83,579
New +$8.86M 5.77% 7

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return