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Orion Portfolio Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Orion Portfolio Solutions’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 		$10.3M Buy
99,191
+3,520
+4% +$359K 0.1% 192
2024
Q4 		$9.62M Sell
95,671
-87,663
-48% -$8.84M 0.1% 204
2024
Q3 		$18.6M Buy
183,334
+11,003
+6% +$1.1M 0.19% 111
2024
Q2 		$17.1M Buy
172,331
+996
+0.6% +$98.8K 0.18% 112
2024
Q1 		$17M Buy
171,335
+18,144
+12% +$1.79M 0.18% 109
2023
Q4 		$15.1M Buy
153,191
+10,451
+7% +$1.02M 0.18% 122
2023
Q3 		$13.8M Sell
142,740
-10,350
-7% -$1.01M 0.17% 127
2023
Q2 		$14.9M Sell
153,090
-224,251
-59% -$22.1M 0.16% 127
2023
Q1 		$37.4M Buy
377,341
+126,929
+51% +$12.4M 0.46% 32
2022
Q4 		$24.3M Buy
250,412
+177,431
+243% +$17.2M 0.85% 14
2022
Q3 		$7.01M Sell
72,981
-7,476
-9% -$749K 0.28% 56
2022
Q2 		$8.16M Sell
80,457
-1,841
-2% -$190K 0.33% 47
2022
Q1 		$8.64M Sell
82,298
-3,862
-4% -$407K 0.3% 55
2021
Q4 		$9.12M Sell
86,160
-4,072
-5% -$431K 0.31% 56
2021
Q3 		$9.53M Buy
90,232
+34,977
+63% +$3.71M 0.35% 46
2021
Q2 		$5.87M Buy
55,255
+27,417
+98% +$2.91M 0.23% 65
2021
Q1 		$2.94M Buy
+27,838
New +$2.93M 0.13% 104
2020
Q3 		– Sell
-550
Closed -$56K – 1837
2020
Q2 		$56K Buy
550
+300
+120% +$30.4K ﹤0.01% 673
2020
Q1 		$25K Buy
+250
New +$25.1K ﹤0.01% 776

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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

Orion Portfolio Solutions's STIP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.7% in Q1 2025, buying an estimated $359K and bringing the position to 99,191 shares worth $10.3M. The position accounts for 0.1% of the portfolio, ranked #192.

Orion Portfolio Solutions first reported a position in STIP in Q1 2020 and has held it in 19 quarters since. The position peaked at $37.4M in Q1 2023. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Orion Portfolio Solutions held 99,191 shares of iShares 0-5 Year TIPS Bond ETF worth $10.3M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,520 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $359K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #192 holding.
  • Orion Portfolio Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $37.4M in Q1 2023.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.