Aznar Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Aznar Financial 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 Q4	$6.92M	Buy	+67,576	New	+$6.96M	6.65%	7

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

PCIG

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

Aznar Financial Advisors's STIP Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025: 67,576 shares worth $6.92M. The stake represents 6.65% of the portfolio and ranks #7 among its holdings.

764 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Aznar Financial Advisors held 67,576 shares of iShares 0-5 Year TIPS Bond ETF worth $6.92M as of Q4 2025.
iShares 0-5 Year TIPS Bond ETF was a new Aznar Financial Advisors position in Q4 2025.
iShares 0-5 Year TIPS Bond ETF made up 6.65% of Aznar Financial Advisors's portfolio in Q4 2025, its #7 holding.
764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.