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Leo Wealth LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Leo Wealth LLC’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
-2,913
Closed -$301K – 433
2025
Q3 		$301K Buy
+2,913
New +$300K 0.04% 230

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Leo Wealth LLC's STIP Position: Q4 2025 in Review

Leo Wealth LLC sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,913 shares — an estimated $301K sold.

Leo Wealth LLC first reported a position in STIP in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 763 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Leo Wealth LLC reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 2,913 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $301K.
  • Leo Wealth LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
  • Leo Wealth LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $301K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.