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Retirement Capital Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Retirement Capital Strategies’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
-3,066
Closed -$316K – 64
2025
Q2 		$316K Hold
3,066
– – 0.13% 55
2025
Q1 		$317K Hold
3,066
– – 0.12% 72
2024
Q4 		$308K Hold
3,066
– – 0.12% 69
2024
Q3 		$311K Hold
3,066
– – 0.12% 60
2024
Q2 		$305K Sell
3,066
-215
-7% -$21.3K 0.12% 61
2024
Q1 		$326K Sell
3,281
-32
-1% -$3.16K 0.13% 60
2023
Q4 		$327K Sell
3,313
-352
-10% -$34.3K 0.14% 64
2023
Q3 		$355K Sell
3,665
-174,183
-98% -$16.9M 0.17% 47
2023
Q2 		$17.4M Sell
177,848
-7,947
-4% -$782K 7.99% 3
2023
Q1 		$18.4M Buy
185,795
+182,656
+5,819% +$17.9M 8.96% 5
2022
Q4 		$304K Hold
3,139
– – 0.15% 34
2022
Q3 		$302K Sell
3,139
-218,700
-99% -$21.9M 0.14% 41
2022
Q2 		$22.5M Sell
221,839
-1,288
-0.6% -$133K 10.09% 2
2022
Q1 		$23.2M Buy
223,127
+48,350
+28% +$5.09M 9.32% 3
2021
Q4 		$18.5M Buy
174,777
+6,127
+4% +$649K 6.8% 4
2021
Q3 		$17.8M Sell
168,650
-11,754
-7% -$1.25M 6.84% 4
2021
Q2 		$19.2M Buy
180,404
+29,727
+20% +$3.16M 7.31% 2
2021
Q1 		$15.9M Buy
150,677
+149,161
+9,839% +$15.7M 6.28% 2
2020
Q4 		$158K Buy
+1,516
New +$157K 0.06% 63

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Capital Strategies's STIP Position: Q3 2025 in Review

Retirement Capital Strategies sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 3,066 shares — an estimated $316K sold.

Retirement Capital Strategies first reported a position in STIP in Q4 2020 and held it in 19 quarters. The position peaked at $23.2M in Q1 2022. 766 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Retirement Capital Strategies reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 3,066 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $316K.
  • Retirement Capital Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 19 quarters.
  • Retirement Capital Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $23.2M in Q1 2022.
  • 766 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Retirement Capital Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.