Pure Portfolios Holdings’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Pure Portfolios Holdings’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 Q4	$9.95M	Buy	97,190 +3,148	+3%	+$324K	3%	10
2025 Q3	$9.72M	Buy	94,042 +8,114	+9%	+$837K	3.04%	10
2025 Q2	$8.84M	Buy	85,928 +20,884	+32%	+$2.14M	3%	10
2025 Q1	$6.73M	Buy	65,044 +3,595	+6%	+$366K	2.47%	11
2024 Q4	$6.18M	Buy	61,449 +8,498	+16%	+$857K	2.3%	13
2024 Q3	$5.36M	Buy	+52,951	New	+$5.3M	2.03%	13

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Pure Portfolios Holdings's STIP Position: Q4 2025 in Review

Pure Portfolios Holdings increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.3% in Q4 2025, buying an estimated $324K and bringing the position to 97,190 shares worth $9.95M. The position accounts for 3% of the portfolio, ranked #10.

Pure Portfolios Holdings first reported a position in STIP in Q3 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Pure Portfolios Holdings held 97,190 shares of iShares 0-5 Year TIPS Bond ETF worth $9.95M as of Q4 2025.
Pure Portfolios Holdings bought 3,148 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $324K.
iShares 0-5 Year TIPS Bond ETF made up 3% of Pure Portfolios Holdings's portfolio in Q4 2025, its #10 holding.
Pure Portfolios Holdings first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 6 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.