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

Redmont Wealth 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 Q4	$3.79K	Hold	37	–	–	0.01%	265
2025 Q3	$3.82K	Hold	37	–	–	0.01%	270
2025 Q2	$3.81K	Hold	37	–	–	0.01%	267
2025 Q1	$3.83K	Buy	+37	New	+$3.77K	0.01%	140
2024 Q4	–	Sell	-66	Closed	-$6.69K	–	274
2024 Q3	$6.69K	Hold	66	–	–	0.01%	217
2024 Q2	$6.57K	Buy	+66	New	+$6.55K	0.01%	222

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Redmont Wealth Advisors's STIP Position: Q4 2025 in Review

Redmont Wealth Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q4 2025 at 37 shares worth $3.79K. The position accounts for 0.01% of the portfolio, ranked #265.

Redmont Wealth Advisors first reported a position in STIP in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.69K in Q3 2024. 763 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Redmont Wealth Advisors held 37 shares of iShares 0-5 Year TIPS Bond ETF worth $3.79K as of Q4 2025.
Redmont Wealth Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q4 2025.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #265 holding.
Redmont Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 6 quarters since.
Redmont Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $6.69K in Q3 2024.
763 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.