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

Rothschild Investment 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
Q2 		– Sell
-79
Closed -$8.17K – 3179
2025
Q1 		$8.17K Buy
+79
New +$8.05K ﹤0.01% 1232

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
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RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rothschild Investment LLC's STIP Position: Q2 2025 in Review

Rothschild Investment LLC sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 79 shares — an estimated $8.17K sold.

Rothschild Investment LLC first reported a position in STIP in Q1 2025 and held it in 1 quarter. The position peaked at $8.17K in Q1 2025. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Rothschild Investment LLC reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 79 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $8.17K.
  • Rothschild Investment LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and held it in 1 quarter.
  • Rothschild Investment LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $8.17K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.