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John W. Brooker & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

John W. Brooker & Co’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
Q2 		– Sell
-2,400
Closed -$248K – 73
2025
Q1 		$248K Buy
+2,400
New +$245K 0.1% 73

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

John W. Brooker & Co's STIP Position: Q2 2025 in Review

John W. Brooker & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 2,400 shares — an estimated $248K sold.

John W. Brooker & Co first reported a position in STIP in Q1 2025 and held it in 1 quarter. The position peaked at $248K in Q1 2025. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • John W. Brooker & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 2,400 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $248K.
  • John W. Brooker & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and held it in 1 quarter.
  • John W. Brooker & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $248K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.