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

Wiser 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
Q1 		– Sell
-127,575
Closed -$12.4M – 37
2022
Q4 		$12.4M Buy
127,575
+2,258
+2% +$219K 5.72% 6
2022
Q3 		$12M Buy
125,317
+7,024
+6% +$703K 6.29% 6
2022
Q2 		$12M Sell
118,293
-4,365
-4% -$451K 6.22% 4
2022
Q1 		$12.9M Buy
122,658
+11,203
+10% +$1.18M 5.94% 7
2021
Q4 		$11.8M Buy
+111,455
New +$11.8M 5.76% 7

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wiser Wealth Management's STIP Position: Q1 2023 in Review

Wiser Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 127,575 shares — an estimated $12.4M sold.

Wiser Wealth Management first reported a position in STIP in Q4 2021 and held it in 5 quarters. The position peaked at $12.9M in Q1 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Wiser Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wiser Wealth Management sold 127,575 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $12.4M.
  • Wiser Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
  • Wiser Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $12.9M in Q1 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Wiser Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.