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

Parkside 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
Q2 		$20.3M Buy
197,185
+2,768
+1% +$284K 4.46% 9
2025
Q1 		$20.1M Sell
194,417
-435
-0.2% -$44.3K 4.84% 8
2024
Q4 		$19.6M Buy
194,852
+6,968
+4% +$702K 4.62% 8
2024
Q3 		$19M Buy
187,884
+11,467
+6% +$1.15M 4.52% 8
2024
Q2 		$17.6M Buy
176,417
+6,206
+4% +$616K 4.48% 8
2024
Q1 		$16.9M Buy
170,211
+5,564
+3% +$550K 4.36% 9
2023
Q4 		$16.2M Buy
164,647
+4,820
+3% +$470K 4.5% 9
2023
Q3 		$15.5M Buy
159,827
+20,709
+15% +$2.01M 4.81% 8
2023
Q2 		$13.6M Buy
139,118
+12,890
+10% +$1.27M 4.21% 9
2023
Q1 		$12.5M Buy
126,228
+5,472
+5% +$535K 4.15% 9
2022
Q4 		$11.7M Sell
120,756
-1,783
-1% -$173K 4.1% 9
2022
Q3 		$11.8M Buy
122,539
+12,051
+11% +$1.21M 4.49% 7
2022
Q2 		$11.2M Buy
110,488
+12,110
+12% +$1.25M 4.05% 8
2022
Q1 		$10.3M Buy
98,378
+9,502
+11% +$1M 3.26% 8
2021
Q4 		$9.41M Buy
88,876
+6,561
+8% +$695K 2.85% 9
2021
Q3 		$8.7M Buy
82,315
+7,179
+10% +$762K 2.71% 9
2021
Q2 		$7.99M Buy
75,136
+7,214
+11% +$766K 2.55% 11
2021
Q1 		$7.18M Buy
67,922
+12,124
+22% +$1.28M 2.48% 13
2020
Q4 		$5.83M Buy
55,798
+19,767
+55% +$2.05M 2.18% 13
2020
Q3 		$3.75M Buy
36,031
+8,499
+31% +$879K 1.65% 15
2020
Q2 		$2.82M Buy
27,532
+4,964
+22% +$504K 1.31% 16
2020
Q1 		$2.25M Buy
22,568
+12,825
+132% +$1.29M 1.22% 17
2019
Q4 		$981K Buy
+9,743
New +$977K 0.44% 29

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parkside Advisors's STIP Position: Q2 2025 in Review

Parkside Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.4% in Q2 2025, buying an estimated $284K and bringing the position to 197,185 shares worth $20.3M. The position accounts for 4.46% of the portfolio, ranked #9.

Parkside Advisors first reported a position in STIP in Q4 2019 and has held it in 23 quarters since. 756 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Parkside Advisors held 197,185 shares of iShares 0-5 Year TIPS Bond ETF worth $20.3M as of Q2 2025.
  • Parkside Advisors bought 2,768 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $284K.
  • iShares 0-5 Year TIPS Bond ETF made up 4.46% of Parkside Advisors's portfolio in Q2 2025, its #9 holding.
  • Parkside Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.