Atwood & Palmer’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-201	Closed	-$20.2K	–	478
2024 Q4	$20.2K	Sell	201 -1,274	-86%	-$128K	﹤0.01%	287
2024 Q3	$149K	Sell	1,475 -71	-5%	-$7.11K	0.01%	163
2024 Q2	$154K	Buy	+1,546	New	+$153K	0.01%	155

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

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

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

3AM

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

PCIG

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

Atwood & Palmer's STIP Position: Q1 2025 in Review

Atwood & Palmer sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 201 shares — an estimated $20.2K sold.

Atwood & Palmer first reported a position in STIP in Q2 2024 and held it in 3 quarters. The position peaked at $154K in Q2 2024. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

Atwood & Palmer reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Atwood & Palmer sold 201 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $20.2K.
Atwood & Palmer first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 3 quarters.
Atwood & Palmer's iShares 0-5 Year TIPS Bond ETF position peaked at $154K in Q2 2024.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.