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

49 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
2025 Q2	–	Sell	-5,717	Closed	-$592K	–	198
2025 Q1	$592K	Sell	5,717 -2,738	-32%	-$279K	0.07%	84
2024 Q4	$851K	Sell	8,455 -3,082	-27%	-$311K	0.12%	62
2024 Q3	$1.17M	Sell	11,537 -7,898	-41%	-$791K	0.19%	52
2024 Q2	$1.92M	Sell	19,435 -97,102	-83%	-$9.63M	0.38%	44
2024 Q1	$11.6M	Buy	116,537 +10,212	+10%	+$1.01M	2.48%	15
2023 Q4	$10.5M	Buy	+106,325	New	+$10.4M	2.7%	14

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

49 Wealth Management's STIP Position: Q2 2025 in Review

49 Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 5,717 shares — an estimated $592K sold.

49 Wealth Management first reported a position in STIP in Q4 2023 and held it in 6 quarters. The position peaked at $11.6M in Q1 2024. 756 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

49 Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 5,717 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $592K.
49 Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 6 quarters.
49 Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $11.6M in Q1 2024.
756 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.