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Pinkerton Retirement Specialists’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Pinkerton Retirement Specialists’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 		– Sell
-2,302
Closed -$238K – 151
2025
Q1 		$238K Buy
+2,302
New +$235K 0.03% 93

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 22.9% 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

Pinkerton Retirement Specialists's STIP Position: Q2 2025 in Review

Pinkerton Retirement Specialists sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 2,302 shares — an estimated $238K sold.

Pinkerton Retirement Specialists first reported a position in STIP in Q1 2025 and held it in 1 quarter. The position peaked at $238K in Q1 2025. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Pinkerton Retirement Specialists reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 2,302 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $238K.
  • Pinkerton Retirement Specialists first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's iShares 0-5 Year TIPS Bond ETF position peaked at $238K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2025, filed 13 Aug 2025.