CIBC Private Wealth Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

CIBC Private Wealth Group’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	$929K	Buy	9,072 +1,632	+22%	+$168K	﹤0.01%	719
2025 Q3	$769K	Buy	7,440 +1,330	+22%	+$137K	﹤0.01%	755
2025 Q2	$629K	Sell	6,110 -1,014	-14%	-$104K	﹤0.01%	778
2025 Q1	$732K	Sell	7,124 -1,391	-16%	-$142K	﹤0.01%	718
2024 Q4	$858K	Sell	8,515 -618	-7%	-$62.3K	﹤0.01%	729
2024 Q3	$925K	Sell	9,133 -4,850	-35%	-$486K	﹤0.01%	702
2024 Q2	$1.39M	Sell	13,983 -2,836	-17%	-$281K	﹤0.01%	599
2024 Q1	$1.67M	Buy	+16,819	New	+$1.66M	﹤0.01%	570
2022 Q3	–	Sell	-1,910	Closed	-$194K	–	1166
2022 Q2	$194K	Buy	1,910 +575	+43%	+$59.4K	﹤0.01%	888
2022 Q1	$140K	Buy	+1,335	New	+$141K	﹤0.01%	984

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

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

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

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

MWM

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

RWM

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

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

CIBC Private Wealth Group's STIP Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 22% in Q4 2025, buying an estimated $168K and bringing the position to 9,072 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

CIBC Private Wealth Group first reported a position in STIP in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.67M in Q1 2024. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

CIBC Private Wealth Group held 9,072 shares of iShares 0-5 Year TIPS Bond ETF worth $929K as of Q4 2025.
CIBC Private Wealth Group bought 1,632 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $168K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #719 holding.
CIBC Private Wealth Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 10 quarters since.
CIBC Private Wealth Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.67M in Q1 2024.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.