360 Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

360 Financial’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
2025 Q4	–	Sell	-5,967	Closed	-$617K	–	91
2025 Q3	$617K	Sell	5,967 -1,733	-23%	-$179K	0.2%	45
2025 Q2	$792K	Hold	7,700	–	–	0.25%	41
2025 Q1	$797K	Hold	7,700	–	–	0.29%	35
2024 Q4	$775K	Hold	7,700	–	–	0.28%	36
2024 Q3	$780K	Hold	7,700	–	–	0.29%	33
2024 Q2	$766K	Hold	7,700	–	–	0.29%	35
2024 Q1	$766K	Hold	7,700	–	–	0.3%	33
2023 Q4	$759K	Buy	+7,700	New	+$750K	0.34%	35
2023 Q3	–	Sell	-7,700	Closed	-$752K	–	86
2023 Q2	$752K	Buy	7,700 +400	+5%	+$39.3K	0.39%	36
2023 Q1	$724K	Buy	7,300 +550	+8%	+$53.8K	0.38%	36
2022 Q4	$649K	Hold	6,750	–	–	0.42%	32
2022 Q3	$649K	Hold	6,750	–	–	0.42%	32
2022 Q2	$687K	Hold	6,750	–	–	0.41%	31
2022 Q1	$702K	Hold	6,750	–	–	0.34%	40
2021 Q4	$715K	Buy	6,750 +750	+13%	+$79.5K	0.33%	41
2021 Q3	$634K	Hold	6,000	–	–	0.33%	39
2021 Q2	$638K	Buy	6,000 +1,000	+20%	+$106K	0.33%	39
2021 Q1	$529K	Hold	5,000	–	–	0.3%	38
2020 Q4	$522K	Buy	5,000 +1,000	+25%	+$104K	0.31%	37
2020 Q3	$416K	Buy	+4,000	New	+$414K	0.29%	42

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

360 Financial's STIP Position: Q4 2025 in Review

360 Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 5,967 shares — an estimated $617K sold.

360 Financial first reported a position in STIP in Q3 2020 and held it in 20 quarters. The position peaked at $797K in Q1 2025. 763 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

360 Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
360 Financial sold 5,967 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $617K.
360 Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and held it in 20 quarters.
360 Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $797K in Q1 2025.
763 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on 360 Financial's 13F filing for Q4 2025, filed 10 Feb 2026.