Aveo Capital Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Aveo Capital 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 Q1	–	Sell	-5,114	Closed	-$514K	–	314
2024 Q4	$514K	Buy	+5,114	New	+$515K	0.06%	201
2022 Q3	–	Sell	-4,599	Closed	-$466K	–	295
2022 Q2	$466K	Buy	+4,599	New	+$475K	0.08%	182
2021 Q3	–	Sell	-45,374	Closed	-$4.82M	–	283
2021 Q2	$4.82M	Buy	+45,374	New	+$4.82M	1.07%	18
2019 Q2	–	Sell	-2,548	Closed	-$254K	–	200
2019 Q1	$254K	Buy	+2,548	New	+$252K	0.12%	133
2018 Q3	–	Sell	-21,377	Closed	-$2.13M	–	155
2018 Q2	$2.13M	Buy	+21,377	New	+$2.13M	0.94%	26

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

3AM

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

PCIG

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

Aveo Capital Partners's STIP Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 5,114 shares — an estimated $514K sold.

Aveo Capital Partners first reported a position in STIP in Q2 2018 and held it in 5 quarters. The position peaked at $4.82M in Q2 2021. 656 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

Aveo Capital Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 5,114 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $514K.
Aveo Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 5 quarters.
Aveo Capital Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $4.82M in Q2 2021.
656 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.