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Lord & Richards Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lord & Richards 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
Q3 		– Sell
-12,668
Closed -$1.3M – 54
2025
Q2 		$1.3M Buy
12,668
+1,834
+17% +$188K 1.36% 24
2025
Q1 		$1.12M Buy
10,834
+6,219
+135% +$634K 1.27% 28
2024
Q4 		$464K Buy
+4,615
New +$465K 0.98% 44

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
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
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

Lord & Richards Wealth Management's STIP Position: Q3 2025 in Review

Lord & Richards Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 12,668 shares — an estimated $1.3M sold.

Lord & Richards Wealth Management first reported a position in STIP in Q4 2024 and held it in 3 quarters. The position peaked at $1.3M in Q2 2025. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Lord & Richards Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 12,668 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $1.3M.
  • Lord & Richards Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 3 quarters.
  • Lord & Richards Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.3M in Q2 2025.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.