Ruedi Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ruedi Wealth Management’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	-67	Closed	-$6.93K	–	282
2025 Q1	$6.93K	Buy	67 +1	+2%	+$102	﹤0.01%	194
2024 Q4	$6.6K	Buy	66 +3	+5%	+$302	﹤0.01%	192
2024 Q3	$6.37K	Buy	63 +12	+24%	+$1.2K	﹤0.01%	197
2024 Q2	$5.06K	Buy	51 +8	+19%	+$794	﹤0.01%	250
2024 Q1	$4.29K	Buy	43 +3	+8%	+$296	﹤0.01%	209
2023 Q4	$3.98K	Buy	40 +4	+11%	+$390	﹤0.01%	184
2023 Q3	$3.48K	Buy	36 +10	+38%	+$972	﹤0.01%	168
2023 Q2	$2.58K	Buy	26 +4	+18%	+$393	﹤0.01%	183
2023 Q1	$2.22K	Buy	22 +21	+2,100%	+$2.05K	﹤0.01%	219
2022 Q4	$1.61K	Buy	+1	New	+$97	﹤0.01%	212

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Ruedi Wealth Management's STIP Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 67 shares — an estimated $6.93K sold.

Ruedi Wealth Management first reported a position in STIP in Q4 2022 and held it in 10 quarters. The position peaked at $6.93K in Q1 2025. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 67 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $6.93K.
Ruedi Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $6.93K in Q1 2025.
757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.