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

AllSquare 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 Q3	$23.3K	Sell	225 -40	-15%	-$4.13K	0.01%	303
2025 Q2	$27.3K	Sell	265 -40	-13%	-$4.1K	0.02%	280
2025 Q1	$31.6K	Hold	305	–	–	0.02%	261
2024 Q4	$30.7K	Sell	305 -100	-25%	-$10.1K	0.02%	262
2024 Q3	$41K	Hold	405	–	–	0.02%	231
2024 Q2	$40.3K	Hold	405	–	–	0.02%	227
2024 Q1	$40.3K	Hold	405	–	–	0.02%	238
2023 Q4	$39.9K	Hold	405	–	–	0.02%	233
2023 Q3	$39.3K	Hold	405	–	–	0.03%	227
2023 Q2	$39.7K	Hold	405	–	–	0.03%	234
2023 Q1	$40.2K	Hold	405	–	–	0.03%	232
2022 Q4	$39.3K	Hold	405	–	–	0.03%	223
2022 Q3	$39K	Buy	+405	New	+$40.6K	0.03%	217

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RWM

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllSquare Wealth Management's STIP Position: Q3 2025 in Review

AllSquare Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q3 2025, selling an estimated $4.13K and leaving 225 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #303.

AllSquare Wealth Management first reported a position in STIP in Q3 2022 and has held it in 13 quarters since. The position peaked at $41K in Q3 2024. 765 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

AllSquare Wealth Management held 225 shares of iShares 0-5 Year TIPS Bond ETF worth $23.3K as of Q3 2025.
AllSquare Wealth Management sold 40 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $4.13K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #303 holding.
AllSquare Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 13 quarters since.
AllSquare Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $41K in Q3 2024.
765 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.