Castleview Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Castleview Partners’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 Q2	–	Sell	-2,313	Closed	-$239K	–	192
2025 Q1	$239K	Buy	+2,313	New	+$236K	0.16%	153
2024 Q3	–	Sell	-13	Closed	-$1.29K	–	874
2024 Q2	$1.29K	Hold	13	–	–	﹤0.01%	786
2024 Q1	$1.29K	Hold	13	–	–	﹤0.01%	777
2023 Q4	$1.28K	Buy	+13	New	+$1.27K	﹤0.01%	746
2022 Q3	–	Sell	-1,572	Closed	-$74.5K	–	747
2022 Q2	$74.5K	Buy	1,572 +1,333	+558%	+$138K	0.06%	243
2022 Q1	$25K	Buy	+239	New	+$25.2K	0.02%	408
2021 Q2	$9K	Buy	+84	New	+$8.92K	﹤0.01%	723

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Castleview Partners's STIP Position: Q2 2025 in Review

Castleview Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 2,313 shares — an estimated $239K sold.

Castleview Partners first reported a position in STIP in Q2 2021 and held it in 7 quarters. The position peaked at $239K in Q1 2025. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Castleview Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Castleview Partners sold 2,313 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $239K.
Castleview Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 7 quarters.
Castleview Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $239K in Q1 2025.
757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Castleview Partners's 13F filing for Q2 2025, filed 16 Jul 2025.