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 $5.7T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return