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Briaud Financial Planning’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-72
Closed -$7K – 299
2025
Q2 		$7K Hold
72
– – ﹤0.01% 261
2025
Q1 		$7K Hold
72
– – ﹤0.01% 149
2024
Q4 		$7K Buy
+72
New +$7.26K ﹤0.01% 146

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Briaud Financial Planning's STIP Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 72 shares — an estimated $7K sold.

Briaud Financial Planning first reported a position in STIP in Q4 2024 and held it in 3 quarters. The position peaked at $7K in Q2 2025. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 72 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $7K.
  • Briaud Financial Planning first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's iShares 0-5 Year TIPS Bond ETF position peaked at $7K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.