Retireful LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Retireful LLC’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	–	Sell	-19,558	Closed	-$2.02M	–	130
2025 Q3	$2.02M	Sell	19,558 -2,952	-13%	-$304K	1.95%	12
2025 Q2	$2.32M	Sell	22,510 -841	-4%	-$86.3K	1.6%	11
2025 Q1	$2.84M	Sell	23,351 -10,630	-31%	-$1.08M	2.69%	6
2024 Q4	$3.42M	Sell	33,981 -341	-1%	-$34.4K	1.92%	7
2024 Q3	$3.48M	Sell	34,322 -63	-0.2%	-$6.31K	2.57%	12
2024 Q2	$3.42M	Sell	34,385 -1,029	-3%	-$102K	1.61%	12
2024 Q1	$3.52M	Sell	35,414 -3,773	-10%	-$373K	1.46%	17
2023 Q4	$3.86M	Buy	+39,187	New	+$3.82M	1.68%	14
2023 Q2	–	Sell	-8,086	Closed	-$802K	–	117
2023 Q1	$802K	Buy	+8,086	New	+$790K	0.26%	33

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

Retireful LLC's STIP Position: Q4 2025 in Review

Retireful LLC sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 19,558 shares — an estimated $2.02M sold.

Retireful LLC first reported a position in STIP in Q1 2023 and held it in 9 quarters. The position peaked at $3.86M in Q4 2023. 763 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Retireful LLC reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Retireful LLC sold 19,558 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $2.02M.
Retireful LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 9 quarters.
Retireful LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $3.86M in Q4 2023.
763 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.