Maxele Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Maxele Advisors’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	-2,043	Closed	-$210K	–	103
2025 Q2	$210K	Sell	2,043 -75	-4%	-$7.69K	0.18%	99
2025 Q1	$219K	Hold	2,118	–	–	0.21%	95
2024 Q4	$213K	Buy	+2,118	New	+$213K	0.2%	95
2022 Q3	$271K	Sell	2,820 -91	-3%	-$9.11K	0.46%	65
2022 Q2	$295K	Sell	2,911 -200	-6%	-$20.6K	0.46%	61
2022 Q1	$326K	Buy	+3,111	New	+$328K	0.41%	62

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Maxele Advisors's STIP Position: Q3 2025 in Review

Maxele Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 2,043 shares — an estimated $210K sold.

Maxele Advisors first reported a position in STIP in Q1 2022 and held it in 6 quarters. The position peaked at $326K in Q1 2022. 767 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Maxele Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Maxele Advisors sold 2,043 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $210K.
Maxele Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 6 quarters.
Maxele Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $326K in Q1 2022.
767 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Maxele Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.