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Global Trust Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Global Trust Asset 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
Q4 		– Sell
-100
Closed -$10.3K – 528
2025
Q3 		$10.3K Hold
100
– – ﹤0.01% 392
2025
Q2 		$10.3K Hold
100
– – 0.01% 378
2025
Q1 		$10.3K Sell
100
-1,600
-94% -$163K 0.01% 357
2024
Q4 		$171K Hold
1,700
– – 0.06% 181
2024
Q3 		$172K Hold
1,700
– – 0.06% 190
2024
Q2 		$169K Sell
1,700
-205
-11% -$20.3K 0.07% 173
2024
Q1 		$189K Hold
1,905
– – 0.08% 166
2023
Q4 		$188K Sell
1,905
-102
-5% -$9.94K 0.08% 148
2023
Q3 		$195K Hold
2,007
– – 0.09% 145
2023
Q2 		$196K Hold
2,007
– – 0.09% 148
2023
Q1 		$199K Sell
2,007
-103
-5% -$10.1K 0.1% 143
2022
Q4 		$205K Sell
2,110
-400
-16% -$38.9K 0.1% 139
2022
Q3 		$241K Sell
2,510
-200
-7% -$20K 0.13% 127
2022
Q2 		$275K Sell
2,710
-1,095
-29% -$113K 0.14% 126
2022
Q1 		$399K Buy
3,805
+2
+0.1% +$211 0.17% 118
2021
Q4 		$403K Buy
+3,803
New +$403K 0.16% 123
2019
Q3 		– Sell
-5,360
Closed -$539K – 435
2019
Q2 		$539K Buy
5,360
+40
+0.8% +$4K 0.36% 94
2019
Q1 		$530K Hold
5,320
– – 0.39% 84
2018
Q4 		$522K Buy
5,320
+4,670
+718% +$458K 0.46% 65
2018
Q3 		$64K Sell
650
-2,659
-80% -$263K 0.04% 203
2018
Q2 		$330K Buy
3,309
+9
+0.3% +$896 0.25% 99
2018
Q1 		$330K Buy
3,300
+2,650
+408% +$264K 0.26% 101
2017
Q4 		$65K Buy
+650
New +$65.2K 0.05% 195

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Global Trust Asset Management's STIP Position: Q4 2025 in Review

Global Trust Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 100 shares — an estimated $10.3K sold.

Global Trust Asset Management first reported a position in STIP in Q4 2017 and held it in 23 quarters. The position peaked at $539K in Q2 2019. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Global Trust Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 100 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $10.3K.
  • Global Trust Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 23 quarters.
  • Global Trust Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $539K in Q2 2019.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.