Austin Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Austin Private Wealth’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	-21,855	Closed	-$2.26M	–	330
2025 Q3	$2.26M	Buy	21,855 +29	+0.1%	+$2.99K	0.17%	74
2025 Q2	$2.25M	Buy	+21,826	New	+$2.24M	0.18%	69

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

Austin Private Wealth's STIP Position: Q4 2025 in Review

Austin Private Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 21,855 shares — an estimated $2.26M sold.

Austin Private Wealth first reported a position in STIP in Q2 2025 and held it in 2 quarters. The position peaked at $2.26M in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Austin Private Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Austin Private Wealth sold 21,855 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $2.26M.
Austin Private Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 2 quarters.
Austin Private Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $2.26M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.