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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return