ORG Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

ORG Partners’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	$564K	Sell	5,506 -168	-3%	-$17.3K	0.1%	183
2025 Q3	$586K	Buy	5,674 +412	+8%	+$42.5K	0.11%	173
2025 Q2	$539K	Buy	5,262 +1,163	+28%	+$119K	0.12%	157
2025 Q1	$421K	Sell	4,099 -8	-0.2%	-$815	0.1%	161
2024 Q4	$413K	Buy	4,107 +20	+0.5%	+$2.02K	0.06%	213
2024 Q3	$414K	Buy	4,087 +271	+7%	+$27.1K	0.07%	192
2024 Q2	$378K	Buy	+3,816	New	+$379K	0.05%	288
2024 Q1	–	Sell	-2,694	Closed	-$266K	–	1033
2023 Q4	$266K	Buy	2,694 +194	+8%	+$18.9K	0.04%	258
2023 Q3	$242K	Sell	2,500 -102	-4%	-$9.91K	0.07%	255
2023 Q2	$253K	Buy	+2,602	New	+$256K	0.04%	325

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

ORG Partners's STIP Position: Q4 2025 in Review

ORG Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3% in Q4 2025, selling an estimated $17.3K and leaving 5,506 shares worth $564K. The position accounts for 0.1% of the portfolio, ranked #183.

ORG Partners first reported a position in STIP in Q2 2023 and has held it in 10 quarters since. The position peaked at $586K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

ORG Partners held 5,506 shares of iShares 0-5 Year TIPS Bond ETF worth $564K as of Q4 2025.
ORG Partners sold 168 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $17.3K.
iShares 0-5 Year TIPS Bond ETF made up 0.1% of ORG Partners's portfolio in Q4 2025, its #183 holding.
ORG Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $586K in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.