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

Centurion 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
Q4 		– Sell
-3,787
Closed -$391K – 332
2025
Q3 		$391K Buy
3,787
+214
+6% +$22.1K 0.09% 186
2025
Q2 		$368K Buy
+3,573
New +$367K 0.11% 155

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MWM
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RWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIG
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Centurion Wealth Management's STIP Position: Q4 2025 in Review

Centurion Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 3,787 shares — an estimated $391K sold.

Centurion Wealth Management first reported a position in STIP in Q2 2025 and held it in 2 quarters. The position peaked at $391K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Centurion Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Centurion Wealth Management sold 3,787 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $391K.
  • Centurion Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 2 quarters.
  • Centurion Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $391K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Centurion Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.