Plante Moran Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-3	Closed	-$309	–	861
2025 Q2	$309	Buy	+3	New	+$308	﹤0.01%	742
2024 Q2	–	Sell	-513	Closed	-$51K	–	876
2024 Q1	$51K	Buy	+513	New	+$50.7K	0.01%	330
2022 Q3	–	Sell	-45	Closed	-$5K	–	1055
2022 Q2	$5K	Buy	+45	New	+$4.65K	﹤0.01%	726
2022 Q1	–	Sell	-4	Closed	–	–	994
2021 Q4	$0	Buy	+4	New	+$424	﹤0.01%	1097

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's STIP Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 3 shares — an estimated $309 sold.

Plante Moran Financial Advisors first reported a position in STIP in Q4 2021 and held it in 4 quarters. The position peaked at $51K in Q1 2024. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Plante Moran Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 3 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $309.
Plante Moran Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
Plante Moran Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $51K in Q1 2024.
768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.