Garde Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Garde Capital’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 Q3	–	Sell	-940	Closed	-$96.7K	–	724
2025 Q2	$96.7K	Hold	940	–	–	0.01%	286
2025 Q1	$97.3K	Buy	+940	New	+$95.8K	0.01%	276
2020 Q3	–	Sell	-5,256	Closed	-$538K	–	183
2020 Q2	$538K	Hold	5,256	–	–	0.08%	87
2020 Q1	$525K	Sell	5,256 -343	-6%	-$34.5K	0.09%	75
2019 Q4	$564K	Hold	5,599	–	–	0.08%	84
2019 Q3	$561K	Hold	5,599	–	–	0.09%	81
2019 Q2	$563K	Hold	5,599	–	–	0.09%	79
2019 Q1	$558K	Hold	5,599	–	–	0.1%	75
2018 Q4	$549K	Buy	+5,599	New	+$550K	0.1%	102

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Garde Capital's STIP Position: Q3 2025 in Review

Garde Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 940 shares — an estimated $96.7K sold.

Garde Capital first reported a position in STIP in Q4 2018 and held it in 9 quarters. The position peaked at $564K in Q4 2019. 767 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Garde Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 940 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $96.7K.
Garde Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 9 quarters.
Garde Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $564K in Q4 2019.
767 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.