Burt Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Burt Wealth 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 Q3	$14.6M	Buy	141,137 +5,063	+4%	+$522K	3.58%	10
2025 Q2	$14M	Buy	136,074 +3,425	+3%	+$351K	3.2%	12
2025 Q1	$13.7M	Buy	132,649 +5,728	+5%	+$584K	3.44%	12
2024 Q4	$12.8M	Buy	126,921 +5,987	+5%	+$603K	3.24%	12
2024 Q3	$12.3M	Buy	120,934 +2,102	+2%	+$211K	3.01%	12
2024 Q2	$11.8M	Sell	118,832 -5,669	-5%	-$562K	3.12%	12
2024 Q1	$12.4M	Buy	124,501 +9,779	+9%	+$966K	3.14%	12
2023 Q4	$11.3M	Sell	114,722 -36,833	-24%	-$3.59M	3.23%	12
2023 Q3	$14.7M	Buy	151,555 +12,502	+9%	+$1.21M	4.51%	10
2023 Q2	$13.6M	Buy	139,053 +3,706	+3%	+$365K	4.09%	10
2023 Q1	$13.4M	Sell	135,347 -11,174	-8%	-$1.09M	4.17%	10
2022 Q4	$14.2M	Sell	146,521 -3,749	-2%	-$364K	4.76%	9
2022 Q3	$14.4M	Sell	150,270 -3,404	-2%	-$341K	5.8%	6
2022 Q2	$15.6M	Buy	+153,674	New	+$15.9M	5.42%	7

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burt Wealth Advisors's STIP Position: Q3 2025 in Review

Burt Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.7% in Q3 2025, buying an estimated $522K and bringing the position to 141,137 shares worth $14.6M. The position accounts for 3.58% of the portfolio, ranked #10.

Burt Wealth Advisors first reported a position in STIP in Q2 2022 and has held it in 14 quarters since. The position peaked at $15.6M in Q2 2022. 765 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Burt Wealth Advisors held 141,137 shares of iShares 0-5 Year TIPS Bond ETF worth $14.6M as of Q3 2025.
Burt Wealth Advisors bought 5,063 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $522K.
iShares 0-5 Year TIPS Bond ETF made up 3.58% of Burt Wealth Advisors's portfolio in Q3 2025, its #10 holding.
Burt Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 14 quarters since.
Burt Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $15.6M in Q2 2022.
765 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.