Cresset Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cresset Asset 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 Q2	–	Sell	-12,764	Closed	-$1.32M	–	1755
2025 Q1	$1.32M	Buy	12,764 +552	+5%	+$56.2K	0.01%	672
2024 Q4	$1.23M	Hold	12,212	–	–	0.01%	717
2024 Q3	$1.24M	Buy	+12,212	New	+$1.22M	﹤0.01%	1055
2020 Q1	–	Sell	-12,638	Closed	-$1.27M	–	681
2019 Q4	$1.27M	Sell	12,638 -10	-0.1%	-$1K	0.03%	180
2019 Q3	$1.27M	Sell	12,648 -419	-3%	-$42K	0.04%	167
2019 Q2	$1.31M	Sell	13,067 -119	-0.9%	-$11.9K	0.04%	151
2019 Q1	$1.31M	Buy	13,186 +1,990	+18%	+$197K	0.05%	91
2018 Q4	$1.1M	Buy	+11,196	New	+$1.1M	0.07%	68

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 22.9% 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

Cresset Asset Management's STIP Position: Q2 2025 in Review

Cresset Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 12,764 shares — an estimated $1.32M sold.

Cresset Asset Management first reported a position in STIP in Q4 2018 and held it in 8 quarters. The position peaked at $1.32M in Q1 2025. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Cresset Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 12,764 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $1.32M.
Cresset Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 8 quarters.
Cresset Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.32M in Q1 2025.
757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.