IHWM
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Iron Horse Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Iron Horse Wealth 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
Q1 		– Sell
-130
Closed -$13.1K – 637
2024
Q4 		$13.1K Hold
130
– – ﹤0.01% 212
2024
Q3 		$13.2K Sell
130
-290
-69% -$29K ﹤0.01% 215
2024
Q2 		$41.8K Hold
420
– – 0.02% 113
2024
Q1 		$41.8K Hold
420
– – 0.02% 97
2023
Q4 		$41.4K Sell
420
-200
-32% -$19.5K 0.02% 86
2023
Q3 		$60.1K Hold
620
– – 0.03% 72
2023
Q2 		$60.5K Sell
620
-33
-5% -$3.25K 0.03% 72
2023
Q1 		$64.8K Buy
653
+33
+5% +$3.23K 0.03% 69
2022
Q4 		$60K Hold
620
– – 0.03% 72
2022
Q3 		$60K Sell
620
-1,300
-68% -$130K 0.09% 38
2022
Q2 		$195K Buy
1,920
+925
+93% +$95.5K 0.11% 34
2022
Q1 		$104K Buy
+995
New +$105K 0.06% 56

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

Iron Horse Wealth Management's STIP Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 130 shares — an estimated $13.1K sold.

Iron Horse Wealth Management first reported a position in STIP in Q1 2022 and held it in 12 quarters. The position peaked at $195K in Q2 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 130 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $13.1K.
  • Iron Horse Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 12 quarters.
  • Iron Horse Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $195K in Q2 2022.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.