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

Ground Swell 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
Q4 		– Sell
-16,378
Closed -$1.69M – 173
2025
Q3 		$1.69M Buy
+16,378
New +$1.69M 3.7% 4

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

Ground Swell Capital's STIP Position: Q4 2025 in Review

Ground Swell Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 16,378 shares — an estimated $1.69M sold.

Ground Swell Capital first reported a position in STIP in Q3 2025 and held it in 1 quarter. The position peaked at $1.69M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Ground Swell Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 16,378 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $1.69M.
  • Ground Swell Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
  • Ground Swell Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $1.69M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.