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Hoxton Planning & Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Hoxton Planning & 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
-3,371
Closed -$348K – 230
2025
Q3 		$348K Buy
3,371
+703
+26% +$72.5K 0.11% 138
2025
Q2 		$275K Buy
+2,668
New +$274K 0.09% 164
2023
Q1 		– Sell
-2,466
Closed -$239K – 172
2022
Q4 		$239K Buy
+2,466
New +$240K 0.13% 140

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

Hoxton Planning & Management's STIP Position: Q4 2025 in Review

Hoxton Planning & Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 3,371 shares — an estimated $348K sold.

Hoxton Planning & Management first reported a position in STIP in Q4 2022 and held it in 3 quarters. The position peaked at $348K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Hoxton Planning & Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 3,371 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $348K.
  • Hoxton Planning & Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 3 quarters.
  • Hoxton Planning & Management's iShares 0-5 Year TIPS Bond ETF position peaked at $348K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Hoxton Planning & Management's 13F filing for Q4 2025, filed 11 Feb 2026.