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

Hexagon Capital Partners’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	-18	Closed	-$1.86K	–	1502
2025 Q1	$1.86K	Hold	18	–	–	﹤0.01%	1424
2024 Q4	$1.81K	Hold	18	–	–	﹤0.01%	1448
2024 Q3	$1.82K	Hold	18	–	–	﹤0.01%	1240
2024 Q2	$1.79K	Hold	18	–	–	﹤0.01%	1191
2024 Q1	$1.79K	Hold	18	–	–	﹤0.01%	1186
2023 Q4	$1.77K	Sell	18 -1	-5%	-$97	﹤0.01%	1150
2023 Q3	$1.84K	Hold	19	–	–	﹤0.01%	1084
2023 Q2	$1.85K	Hold	19	–	–	﹤0.01%	1086
2023 Q1	$1.89K	Hold	19	–	–	﹤0.01%	1080
2022 Q4	$1.84K	Sell	19 -61	-76%	-$5.93K	﹤0.01%	1100
2022 Q3	$8K	Buy	+80	New	+$8.01K	﹤0.01%	833

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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 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

Hexagon Capital Partners's STIP Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 18 shares — an estimated $1.86K sold.

Hexagon Capital Partners first reported a position in STIP in Q3 2022 and held it in 11 quarters. The position peaked at $8K in Q3 2022. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 18 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $1.86K.
Hexagon Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $8K in Q3 2022.
757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.