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Howe & Rusling’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-104
Closed -$10.5K – 471
2024
Q4 		$10.5K Buy
+104
New +$10.5K ﹤0.01% 376
2024
Q3 		– Sell
-571
Closed -$56.8K – 424
2024
Q2 		$56.8K Sell
571
-200
-26% -$19.8K 0.01% 285
2024
Q1 		$76.7K Sell
771
-275
-26% -$27.2K 0.01% 277
2023
Q4 		$103K Sell
1,046
-393
-27% -$38.3K 0.01% 245
2023
Q3 		$139K Sell
1,439
-684
-32% -$66.5K 0.02% 228
2023
Q2 		$207K Buy
2,123
+1,880
+774% +$185K 0.02% 219
2023
Q1 		$24.1K Buy
+243
New +$23.8K ﹤0.01% 260

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Howe & Rusling's STIP Position: Q1 2025 in Review

Howe & Rusling sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 104 shares — an estimated $10.5K sold.

Howe & Rusling first reported a position in STIP in Q1 2023 and held it in 7 quarters. The position peaked at $207K in Q2 2023. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Howe & Rusling reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 104 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $10.5K.
  • Howe & Rusling first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 7 quarters.
  • Howe & Rusling's iShares 0-5 Year TIPS Bond ETF position peaked at $207K in Q2 2023.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.