Jackson Creek Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Jackson Creek Investment 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 Q3	–	Sell	-13,621	Closed	-$1.4M	–	359
2025 Q2	$1.4M	Sell	13,621 -301	-2%	-$30.9K	0.38%	146
2025 Q1	$1.44M	Buy	13,922 +36	+0.3%	+$3.67K	0.46%	88
2024 Q4	$1.4M	Buy	13,886 +325	+2%	+$32.8K	0.42%	125
2024 Q3	$1.37M	Buy	13,561 +420	+3%	+$42.1K	0.41%	144
2024 Q2	$1.31M	Buy	13,141 +694	+6%	+$68.8K	0.48%	41
2024 Q1	$1.24M	Buy	12,447 +342	+3%	+$33.8K	0.44%	57
2023 Q4	$1.19M	Buy	12,105 +64	+0.5%	+$6.24K	0.46%	45
2023 Q3	$1.17M	Buy	12,041 +22	+0.2%	+$2.14K	0.49%	25
2023 Q2	$1.17M	Buy	12,019 +127	+1%	+$12.5K	0.47%	34
2023 Q1	$1.18M	Sell	11,892 -388	-3%	-$37.9K	0.5%	22
2022 Q4	$1.19M	Sell	12,280 -4,776	-28%	-$464K	0.53%	11
2022 Q3	$1.64M	Buy	17,056 +57	+0.3%	+$5.71K	0.77%	6
2022 Q2	$1.75M	Buy	16,999 +415	+3%	+$42.8K	0.71%	6
2022 Q1	$1.74M	Buy	16,584 +11,894	+254%	+$1.25M	0.64%	8
2021 Q4	$497K	Buy	+4,690	New	+$497K	0.18%	238

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jackson Creek Investment Advisors's STIP Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 13,621 shares — an estimated $1.4M sold.

Jackson Creek Investment Advisors first reported a position in STIP in Q4 2021 and held it in 15 quarters. The position peaked at $1.75M in Q2 2022. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Jackson Creek Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 13,621 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $1.4M.
Jackson Creek Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 15 quarters.
Jackson Creek Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.75M in Q2 2022.
768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.