Icon Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Icon Wealth Advisors’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	-12,504	Closed	-$1.29M	–	507
2025 Q3	$1.29M	Sell	12,504 -2,511	-17%	-$259K	0.09%	158
2025 Q2	$1.55M	Buy	15,015 +12,773	+570%	+$1.31M	0.11%	139
2025 Q1	$232K	Buy	+2,242	New	+$228K	0.02%	324
2022 Q4	$423K	Sell	4,367 -578	-12%	-$56.2K	0.05%	209
2022 Q3	$475K	Buy	+4,945	New	+$495K	0.06%	189

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

Icon Wealth Advisors's STIP Position: Q4 2025 in Review

Icon Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 12,504 shares — an estimated $1.29M sold.

Icon Wealth Advisors first reported a position in STIP in Q3 2022 and held it in 5 quarters. The position peaked at $1.55M in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Icon Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 12,504 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $1.29M.
Icon Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 5 quarters.
Icon Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.55M in Q2 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.