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

Certus 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	$213K	Buy	+2,062	New	+$213K	0.13%	56

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

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

Certus Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025: 2,062 shares worth $213K. The stake represents 0.13% of the portfolio and ranks #56 among its holdings.

765 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Certus Wealth Management held 2,062 shares of iShares 0-5 Year TIPS Bond ETF worth $213K as of Q3 2025.
iShares 0-5 Year TIPS Bond ETF was a new Certus Wealth Management position in Q3 2025.
iShares 0-5 Year TIPS Bond ETF made up 0.13% of Certus Wealth Management's portfolio in Q3 2025, its #56 holding.
765 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.