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Aquire Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Aquire Wealth Advisors’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
-6,579
Closed -$681K – 50
2025
Q1 		$681K Sell
6,579
-4,414
-40% -$450K 0.21% 26
2024
Q4 		$1.11M Sell
10,993
-1,076
-9% -$108K 0.34% 23
2024
Q3 		$1.22M Buy
12,069
+123
+1% +$12.3K 0.38% 23
2024
Q2 		$1.19M Hold
11,946
– – 0.4% 23
2024
Q1 		$1.19M Buy
11,946
+70
+0.6% +$6.92K 0.42% 25
2023
Q4 		$1.17M Buy
11,876
+276
+2% +$26.9K 0.45% 24
2023
Q3 		$1.12M Hold
11,600
– – 0.47% 24
2023
Q2 		$1.13M Sell
11,600
-401
-3% -$39.4K 0.45% 24
2023
Q1 		$1.19M Buy
12,001
+12
+0.1% +$1.17K 0.52% 23
2022
Q4 		$1.16M Buy
11,989
+56
+0.5% +$5.44K 0.58% 23
2022
Q3 		$1.15M Buy
11,933
+58
+0.5% +$5.81K 0.67% 24
2022
Q2 		$1.2M Sell
11,875
-384
-3% -$39.6K 0.7% 23
2022
Q1 		$1.29M Hold
12,259
– – 0.68% 23
2021
Q4 		$1.3M Buy
+12,259
New +$1.3M 0.68% 24

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aquire Wealth Advisors's STIP Position: Q2 2025 in Review

Aquire Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 6,579 shares — an estimated $681K sold.

Aquire Wealth Advisors first reported a position in STIP in Q4 2021 and held it in 14 quarters. The position peaked at $1.3M in Q4 2021. 756 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Aquire Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aquire Wealth Advisors sold 6,579 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $681K.
  • Aquire Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 14 quarters.
  • Aquire Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.3M in Q4 2021.
  • 756 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Aquire Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.