HRT Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

HRT Financial’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	-5,780	Closed	-$597K	–	4009
2025 Q3	$597K	Buy	+5,780	New	+$596K	﹤0.01%	1790
2025 Q2	–	Sell	-6,721	Closed	-$695K	–	3480
2025 Q1	$695K	Buy	+6,721	New	+$685K	﹤0.01%	1300
2024 Q3	–	Sell	-5,022	Closed	-$499K	–	3098
2024 Q2	$499K	Sell	5,022 -11,629	-70%	-$1.15M	﹤0.01%	1296
2024 Q1	$1.66M	Buy	+16,651	New	+$1.65M	0.01%	659
2022 Q4	–	Sell	-14,975	Closed	-$1.44M	–	3108
2022 Q3	$1.44M	Buy	+14,975	New	+$1.5M	0.02%	733
2022 Q2	–	Sell	-21,245	Closed	-$2.23M	–	3697
2022 Q1	$2.23M	Buy	21,245 +94	+0.4%	+$9.9K	0.02%	600
2021 Q4	$2.24M	Buy	+21,151	New	+$2.24M	0.01%	599

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

HRT Financial's STIP Position: Q4 2025 in Review

HRT Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 5,780 shares — an estimated $597K sold.

HRT Financial first reported a position in STIP in Q4 2021 and held it in 7 quarters. The position peaked at $2.24M in Q4 2021. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

HRT Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
HRT Financial sold 5,780 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $597K.
HRT Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 7 quarters.
HRT Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $2.24M in Q4 2021.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.