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Global Wealth Strategies & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Global Wealth Strategies & Associates’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
-5
Closed -$517 – 453
2025
Q1 		$517 Buy
+5
New +$509 ﹤0.01% 441
2023
Q2 		– Sell
-52
Closed -$5.16K – 350
2023
Q1 		$5.16K Buy
+52
New +$5.08K ﹤0.01% 206

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Betterment LLC
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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

Global Wealth Strategies & Associates's STIP Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 5 shares — an estimated $517 sold.

Global Wealth Strategies & Associates first reported a position in STIP in Q1 2023 and held it in 2 quarters. The position peaked at $5.16K in Q1 2023. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 5 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $517.
  • Global Wealth Strategies & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $5.16K in Q1 2023.
  • 757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.