Bartlett & Co Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bartlett & Co Wealth Management’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	-245	Closed	-$24.6K	–	1265
2024 Q4	$24.6K	Sell	245 -1	-0.4%	-$101	﹤0.01%	777
2024 Q3	$24.9K	Hold	246	–	–	﹤0.01%	782
2024 Q2	$24.5K	Sell	246 -199	-45%	-$19.7K	﹤0.01%	789
2024 Q1	$44.2K	Buy	445 +200	+82%	+$19.8K	﹤0.01%	682
2023 Q4	$24.1K	Sell	245 -3	-1%	-$292	﹤0.01%	849
2023 Q3	$24K	Sell	248 -105	-30%	-$10.2K	﹤0.01%	782
2023 Q2	$34.5K	Buy	353 +3	+0.9%	+$295	﹤0.01%	731
2023 Q1	$34.7K	Hold	350	–	–	﹤0.01%	624
2022 Q4	$33.9K	Hold	350	–	–	﹤0.01%	635
2022 Q3	$33.6K	Hold	350	–	–	﹤0.01%	627
2022 Q2	$35.5K	Hold	350	–	–	﹤0.01%	633
2022 Q1	$36.7K	Buy	+350	New	+$36.9K	﹤0.01%	638

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

Bartlett & Co Wealth Management's STIP Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 245 shares — an estimated $24.6K sold.

Bartlett & Co Wealth Management first reported a position in STIP in Q1 2022 and held it in 12 quarters. The position peaked at $44.2K in Q1 2024. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 245 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $24.6K.
Bartlett & Co Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 12 quarters.
Bartlett & Co Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $44.2K in Q1 2024.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.