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Forefront Analytics’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Forefront Analytics’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
-24,897
Closed -$2.5M – 62
2024
Q4 		$2.5M Buy
24,897
+8,508
+52% +$858K 1.16% 26
2024
Q3 		$1.66M Sell
16,389
-5,641
-26% -$565K 0.78% 30
2024
Q2 		$2.19M Sell
22,030
-441
-2% -$43.8K 1.05% 26
2024
Q1 		$2.23M Buy
22,471
+993
+5% +$98.1K 1.08% 25
2023
Q4 		$2.12M Buy
21,478
+27
+0.1% +$2.63K 1.05% 25
2023
Q3 		$2.08M Buy
21,451
+35
+0.2% +$3.4K 1.18% 21
2023
Q2 		$2.09M Buy
21,416
+34
+0.2% +$3.35K 1.19% 23
2023
Q1 		$2.12M Buy
21,382
+3,408
+19% +$333K 1.09% 26
2022
Q4 		$1.74M Buy
17,974
+3,359
+23% +$326K 0.93% 29
2022
Q3 		$1.41M Hold
14,615
– – 0.75% 28
2022
Q2 		$1.48M Hold
14,615
– – 0.72% 28
2022
Q1 		$1.53M Hold
14,615
– – 0.57% 29
2021
Q4 		$1.55M Sell
14,615
-11,849
-45% -$1.26M 0.52% 30
2021
Q3 		$2.79M Hold
26,464
– – 1.02% 28
2021
Q2 		$2.81M Hold
26,464
– – 1.12% 27
2021
Q1 		$2.8M Hold
26,464
– – 1.19% 27
2020
Q4 		$2.76M Hold
26,464
– – 1.2% 25
2020
Q3 		$2.75M Hold
26,464
– – 1.29% 25
2020
Q2 		$2.71M Hold
26,464
– – 1.66% 23
2020
Q1 		$2.64M Buy
26,464
+7,499
+40% +$754K 2.11% 18
2019
Q4 		$1.91M Buy
18,965
+3,111
+20% +$312K 0.74% 29
2019
Q3 		$1.59M Sell
15,854
-2,785
-15% -$279K 0.65% 30
2019
Q2 		$1.88M Sell
18,639
-4,562
-20% -$457K 0.8% 28
2019
Q1 		$2.31M Buy
23,201
+7,701
+50% +$761K 1.47% 24
2018
Q4 		$1.52M Buy
15,500
+7,800
+101% +$766K 0.84% 30
2018
Q3 		$761K Sell
7,700
-7,400
-49% -$733K 0.35% 38
2018
Q2 		$1.5M Buy
+15,100
New +$1.5M 0.7% 31

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Forefront Analytics's STIP Position: Q1 2025 in Review

Forefront Analytics sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 24,897 shares — an estimated $2.5M sold.

Forefront Analytics first reported a position in STIP in Q2 2018 and held it in 27 quarters. The position peaked at $2.81M in Q2 2021. 656 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Forefront Analytics reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Forefront Analytics sold 24,897 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $2.5M.
  • Forefront Analytics first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 27 quarters.
  • Forefront Analytics's iShares 0-5 Year TIPS Bond ETF position peaked at $2.81M in Q2 2021.
  • 656 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Forefront Analytics's 13F filing for Q1 2025, filed 13 May 2025.