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

Maripau 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 Q4	–	Sell	-2,085	Closed	-$216K	–	158
2025 Q3	$216K	Sell	2,085 -6,217	-75%	-$641K	0.11%	133
2025 Q2	$857K	Buy	8,302 +832	+11%	+$85.4K	0.43%	55
2025 Q1	$773K	Buy	7,470 +693	+10%	+$70.6K	0.44%	53
2024 Q4	$682K	Buy	+6,777	New	+$683K	0.4%	56
2024 Q3	–	Sell	-2,915	Closed	-$290K	–	122
2024 Q2	$290K	Buy	+2,915	New	+$289K	0.2%	102

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Maripau Wealth Management's STIP Position: Q4 2025 in Review

Maripau Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,085 shares — an estimated $216K sold.

Maripau Wealth Management first reported a position in STIP in Q2 2024 and held it in 5 quarters. The position peaked at $857K in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Maripau Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Maripau Wealth Management sold 2,085 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $216K.
Maripau Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 5 quarters.
Maripau Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $857K in Q2 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Maripau Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.