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

Ausdal Financial Partners’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	-2,225	Closed	-$230K	–	998
2025 Q3	$230K	Buy	+2,225	New	+$229K	0.01%	832
2022 Q4	–	Sell	-8,682	Closed	-$834K	–	480
2022 Q3	$834K	Sell	8,682 -874	-9%	-$87.5K	0.13%	178
2022 Q2	$969K	Buy	9,556 +6,068	+174%	+$626K	0.15%	181
2022 Q1	$366K	Buy	+3,488	New	+$367K	0.05%	334
2020 Q2	–	Sell	-2,080	Closed	-$209K	–	309
2020 Q1	$209K	Buy	+2,080	New	+$209K	0.07%	250
2016 Q1	–	Sell	-550	Closed	-$54K	–	911
2015 Q4	$54K	Buy	+550	New	+$54.5K	0.03%	435

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Ausdal Financial Partners's STIP Position: Q4 2025 in Review

Ausdal Financial Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,225 shares — an estimated $230K sold.

Ausdal Financial Partners first reported a position in STIP in Q4 2015 and held it in 6 quarters. The position peaked at $969K in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Ausdal Financial Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Ausdal Financial Partners sold 2,225 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $230K.
Ausdal Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2015 and held it in 6 quarters.
Ausdal Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $969K in Q2 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

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