Pacific Capital Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-696	Closed	-$70K	–	334
2024 Q4	$70K	Hold	696	–	–	0.01%	127
2024 Q3	$70.5K	Sell	696 -29	-4%	-$2.9K	0.01%	131
2024 Q2	$72.1K	Sell	725 -538	-43%	-$53.4K	0.01%	127
2024 Q1	$126K	Sell	1,263 -111	-8%	-$11K	0.03%	88
2023 Q4	$135K	Buy	+1,374	New	+$134K	0.03%	80
2023 Q3	–	Sell	-109,010	Closed	-$10.6M	–	69
2023 Q2	$10.6M	Sell	109,010 -3,955	-4%	-$389K	2.7%	11
2023 Q1	$11.2M	Sell	112,965 -1,116	-1%	-$109K	2.88%	12
2022 Q4	$11.1M	Buy	114,081 +13,398	+13%	+$1.3M	2.86%	10
2022 Q3	$9.68M	Buy	100,683 +22,687	+29%	+$2.27M	2.64%	10
2022 Q2	$7.91M	Buy	77,996 +34,831	+81%	+$3.6M	2.19%	12
2022 Q1	$4.53M	Buy	43,165 +9,656	+29%	+$1.02M	1.29%	21
2021 Q4	$3.55M	Buy	33,509 +4,752	+17%	+$504K	1.02%	25
2021 Q3	$3.04M	Buy	28,757 +15,939	+124%	+$1.69M	0.96%	30
2021 Q2	$1.36M	Buy	+12,818	New	+$1.36M	0.69%	37

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

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

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

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

Pacific Capital Wealth Advisors's STIP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 696 shares — an estimated $70K sold.

Pacific Capital Wealth Advisors first reported a position in STIP in Q2 2021 and held it in 14 quarters. The position peaked at $11.2M in Q1 2023. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 696 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $70K.
Pacific Capital Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 14 quarters.
Pacific Capital Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $11.2M in Q1 2023.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.