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Journey Strategic Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Journey Strategic Wealth’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
-2,139
Closed -$215K – 540
2024
Q4 		$215K Sell
2,139
-27
-1% -$2.72K 0.01% 446
2024
Q3 		$220K Buy
2,166
+96
+5% +$9.62K 0.01% 444
2024
Q2 		$206K Buy
+2,070
New +$205K 0.01% 362
2023
Q1 		– Sell
-12,999
Closed -$1.26M – 284
2022
Q4 		$1.26M Buy
12,999
+2,376
+22% +$231K 0.15% 49
2022
Q3 		$1.02M Buy
+10,623
New +$1.06M 0.14% 39

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

Journey Strategic Wealth's STIP Position: Q1 2025 in Review

Journey Strategic Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 2,139 shares — an estimated $215K sold.

Journey Strategic Wealth first reported a position in STIP in Q3 2022 and held it in 5 quarters. The position peaked at $1.26M in Q4 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Journey Strategic Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,139 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $215K.
  • Journey Strategic Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 5 quarters.
  • Journey Strategic Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $1.26M in Q4 2022.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.