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

Brown 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
Q3 		– Sell
-16,160
Closed -$1.66M – 103
2025
Q2 		$1.66M Sell
16,160
-375
-2% -$38.5K 0.52% 42
2025
Q1 		$1.71M Buy
16,535
+214
+1% +$21.8K 0.59% 38
2024
Q4 		$1.64M Buy
16,321
+910
+6% +$91.7K 0.58% 31
2024
Q3 		$1.56M Buy
15,411
+1,327
+9% +$133K 0.56% 33
2024
Q2 		$1.4M Buy
14,084
+253
+2% +$25.1K 0.56% 35
2024
Q1 		$1.38M Buy
+13,831
New +$1.37M 0.57% 31

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 22.96% 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

Brown Wealth Management's STIP Position: Q3 2025 in Review

Brown Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 16,160 shares — an estimated $1.66M sold.

Brown Wealth Management first reported a position in STIP in Q1 2024 and held it in 6 quarters. The position peaked at $1.71M in Q1 2025. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Brown Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Brown Wealth Management sold 16,160 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $1.66M.
  • Brown Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and held it in 6 quarters.
  • Brown Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.71M in Q1 2025.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Brown Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.