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Delta Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Delta Investment 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
-3,997
Closed -$414K – 257
2025
Q1 		$414K Buy
3,997
+3
+0.1% +$306 0.08% 145
2024
Q4 		$402K Buy
3,994
+12
+0.3% +$1.21K 0.08% 155
2024
Q3 		$403K Sell
3,982
-17
-0.4% -$1.7K 0.08% 146
2024
Q2 		$398K Sell
3,999
-933
-19% -$92.6K 0.09% 134
2024
Q1 		$490K Sell
4,932
-74
-1% -$7.31K 0.11% 121
2023
Q4 		$494K Sell
5,006
-276
-5% -$26.9K 0.12% 108
2023
Q3 		$512K Sell
5,282
-349
-6% -$33.9K 0.14% 86
2023
Q2 		$550K Sell
5,631
-5,799
-51% -$570K 0.15% 83
2023
Q1 		$1.13M Hold
11,430
– – 0.32% 55
2022
Q4 		$1.11M Buy
11,430
+1,437
+14% +$140K 0.36% 54
2022
Q3 		$960K Buy
+9,993
New +$1M 0.42% 55
2020
Q2 		– Sell
-7,676
Closed -$766K – 156
2020
Q1 		$766K Buy
+7,676
New +$772K 0.59% 31

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Delta Investment Management's STIP Position: Q2 2025 in Review

Delta Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 3,997 shares — an estimated $414K sold.

Delta Investment Management first reported a position in STIP in Q1 2020 and held it in 12 quarters. The position peaked at $1.13M in Q1 2023. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Delta Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Delta Investment Management sold 3,997 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $414K.
  • Delta Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2020 and held it in 12 quarters.
  • Delta Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.13M in Q1 2023.
  • 757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Delta Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.