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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-30,420
Closed -$3.14M 189
2025
Q3
$3.14M Buy
+30,420
New +$3.14M 0.79% 34

Other funds holding STIP

Forefront Wealth Partners's STIP Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 30,420 shares — an estimated $3.14M sold.

Forefront Wealth Partners first reported a position in STIP in Q3 2025 and held it in 1 quarter. The position peaked at $3.14M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Forefront Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 30,420 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $3.14M.
  • Forefront Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $3.14M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.