DDD Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

DDD Partners’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 Q1	–	Sell	-3,680	Closed	-$370K	–	107
2024 Q4	$370K	Buy	3,680 +110	+3%	+$11.1K	0.05%	80
2024 Q3	$362K	Buy	3,570 +643	+22%	+$64.4K	0.04%	81
2024 Q2	$291K	Buy	2,927 +284	+11%	+$28.2K	0.03%	86
2024 Q1	$263K	Buy	+2,643	New	+$261K	0.03%	84

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

DDD Partners's STIP Position: Q1 2025 in Review

DDD Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 3,680 shares — an estimated $370K sold.

DDD Partners first reported a position in STIP in Q1 2024 and held it in 4 quarters. The position peaked at $370K in Q4 2024. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

DDD Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
DDD Partners sold 3,680 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $370K.
DDD Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and held it in 4 quarters.
DDD Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $370K in Q4 2024.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on DDD Partners's 13F filing for Q1 2025, filed 2 May 2025.