Napatree Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Napatree Capital’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	$392K	Hold	3,785	–	–	0.22%	127
2024 Q4	$381K	Hold	3,785	–	–	0.22%	118
2024 Q3	$383K	Hold	3,785	–	–	0.27%	103
2024 Q2	$377K	Hold	3,785	–	–	0.31%	92
2024 Q1	$375K	Hold	3,785	–	–	0.36%	84
2023 Q4	$373K	Buy	+3,785	New	+$369K	0.37%	81

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PCIG

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

Napatree Capital's STIP Position: Q1 2025 in Review

Napatree Capital held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2025 at 3,785 shares worth $392K. The position accounts for 0.22% of the portfolio, ranked #127.

Napatree Capital first reported a position in STIP in Q4 2023 and has held it in 6 quarters since. 656 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

Napatree Capital held 3,785 shares of iShares 0-5 Year TIPS Bond ETF worth $392K as of Q1 2025.
Napatree Capital left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2025.
iShares 0-5 Year TIPS Bond ETF made up 0.22% of Napatree Capital's portfolio in Q1 2025, its #127 holding.
Napatree Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 6 quarters since.
656 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.