PWM
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PBMares Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

PBMares Wealth Management’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
Q3 		$490K Buy
4,740
+169
+4% +$17.4K 0.08% 113
2025
Q2 		$470K Sell
4,571
-350
-7% -$35.9K 0.09% 109
2025
Q1 		$509K Sell
4,921
-649
-12% -$66.1K 0.1% 108
2024
Q4 		$560K Sell
5,570
-50
-0.9% -$5.04K 0.11% 102
2024
Q3 		$569K Sell
5,620
-211
-4% -$21.1K 0.12% 101
2024
Q2 		$580K Sell
5,831
-50
-0.9% -$4.96K 0.14% 95
2024
Q1 		$585K Buy
5,881
+38
+0.7% +$3.75K 0.15% 95
2023
Q4 		$576K Sell
5,843
-1,114
-16% -$109K 0.17% 88
2023
Q3 		$674K Sell
6,957
-1,020
-13% -$99.1K 0.24% 75
2023
Q2 		$779K Sell
7,977
-1,107
-12% -$109K 0.28% 67
2023
Q1 		$901K Sell
9,084
-2,394
-21% -$234K 0.34% 58
2022
Q4 		$1.11M Sell
11,478
-565
-5% -$54.9K 0.45% 43
2022
Q3 		$1.16M Buy
12,043
+153
+1% +$15.3K 0.5% 39
2022
Q2 		$1.21M Sell
11,890
-306
-3% -$31.6K 0.52% 38
2022
Q1 		$1.28M Sell
12,196
-468
-4% -$49.3K 0.79% 28
2021
Q4 		$1.34M Buy
12,664
+1,216
+11% +$129K 0.57% 33
2021
Q3 		$1.21M Buy
11,448
+1,853
+19% +$197K 0.58% 34
2021
Q2 		$1.02M Buy
9,595
+223
+2% +$23.7K 0.56% 41
2021
Q1 		$991K Sell
9,372
-60
-0.6% -$6.31K 0.81% 36
2020
Q4 		$985K Sell
9,432
-64
-0.7% -$6.64K 1.13% 27
2020
Q3 		$988K Sell
9,496
-2,072
-18% -$214K 1.45% 17
2020
Q2 		$1.18M Sell
11,568
-188
-2% -$19.1K 1.78% 11
2020
Q1 		$1.17M Sell
11,756
-2,359
-17% -$237K 1.85% 11
2019
Q4 		$1.42M Buy
+14,115
New +$1.42M 1.69% 10

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PBMares Wealth Management's STIP Position: Q3 2025 in Review

PBMares Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.7% in Q3 2025, buying an estimated $17.4K and bringing the position to 4,740 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #113.

PBMares Wealth Management first reported a position in STIP in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2019. 765 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • PBMares Wealth Management held 4,740 shares of iShares 0-5 Year TIPS Bond ETF worth $490K as of Q3 2025.
  • PBMares Wealth Management bought 169 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $17.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of PBMares Wealth Management's portfolio in Q3 2025, its #113 holding.
  • PBMares Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.42M in Q4 2019.
  • 765 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.