WEG
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World Equity Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

World Equity Group’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
-90,807
Closed -$8.79M – 371
2023
Q3 		$8.79M Buy
+90,807
New +$8.82M 1.83% 7
2022
Q3 		– Sell
-5,215
Closed -$529K – 355
2022
Q2 		$529K Buy
+5,215
New +$538K 0.13% 172

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

World Equity Group's STIP Position: Q4 2023 in Review

World Equity Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 90,807 shares — an estimated $8.79M sold.

World Equity Group first reported a position in STIP in Q2 2022 and held it in 2 quarters. The position peaked at $8.79M in Q3 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • World Equity Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • World Equity Group sold 90,807 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $8.79M.
  • World Equity Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 2 quarters.
  • World Equity Group's iShares 0-5 Year TIPS Bond ETF position peaked at $8.79M in Q3 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.