WR Wealth Planners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WR Wealth Planners’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 Q4	$101	Sell	1 -5	-83%	-$504	﹤0.01%	1080
2024 Q3	$608	Hold	6	–	–	﹤0.01%	1015
2024 Q2	$597	Hold	6	–	–	﹤0.01%	1004
2024 Q1	$597	Buy	+6	New	+$593	﹤0.01%	1020
2023 Q4	–	Sell	-504	Closed	-$48.8K	–	773
2023 Q3	$48.8K	Sell	504 -4	-0.8%	-$389	0.02%	317
2023 Q2	$49.6K	Buy	508 +362	+248%	+$35.6K	0.02%	317
2023 Q1	$14.5K	Sell	146 -17,822	-99%	-$1.74M	0.01%	471
2022 Q4	$1.74M	Sell	17,968 -29,715	-62%	-$2.89M	1.07%	23
2022 Q3	$4.58M	Buy	47,683 +450	+1%	+$45.1K	3.23%	10
2022 Q2	$4.79M	Buy	47,233 +2,710	+6%	+$280K	3.16%	10
2022 Q1	$4.67M	Buy	+44,523	New	+$4.69M	2.78%	10

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WR Wealth Planners's STIP Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 83% in Q4 2024, selling an estimated $504 and leaving 1 share worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

WR Wealth Planners first reported a position in STIP in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.79M in Q2 2022. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

WR Wealth Planners held 1 share of iShares 0-5 Year TIPS Bond ETF worth $101 as of Q4 2024.
WR Wealth Planners sold 5 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $504.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1080 holding.
WR Wealth Planners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares 0-5 Year TIPS Bond ETF position peaked at $4.79M in Q2 2022.
625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.