Main Street Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Main Street Group’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	-5	Closed	-$503	–	820
2024 Q4	$503	Sell	5 -20	-80%	-$2.02K	﹤0.01%	711
2024 Q3	$2.53K	Hold	25	–	–	﹤0.01%	643
2024 Q2	$2.48K	Sell	25 -18	-42%	-$1.79K	﹤0.01%	694
2024 Q1	$4.26K	Hold	43	–	–	﹤0.01%	674
2023 Q4	$4.24K	Buy	+43	New	+$4.19K	﹤0.01%	1004

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

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

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

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

Main Street Group's STIP Position: Q1 2025 in Review

Main Street Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 5 shares — an estimated $503 sold.

Main Street Group first reported a position in STIP in Q4 2023 and held it in 5 quarters. The position peaked at $4.26K in Q1 2024. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

Main Street Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Main Street Group sold 5 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $503.
Main Street Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 5 quarters.
Main Street Group's iShares 0-5 Year TIPS Bond ETF position peaked at $4.26K in Q1 2024.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Main Street Group's 13F filing for Q1 2025, filed 14 May 2025.