Running Point Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Running Point Capital Advisors’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	$46K	Buy	449 +121	+37%	+$12.5K	0.01%	154
2025 Q3	$33.9K	Hold	328	–	–	0.01%	160
2025 Q2	$33.8K	Hold	328	–	–	0.01%	151
2025 Q1	$33.9K	Hold	328	–	–	0.01%	142
2024 Q4	$33K	Hold	328	–	–	0.01%	131
2024 Q3	$33.2K	Hold	328	–	–	0.01%	121
2024 Q2	$32.6K	Hold	328	–	–	0.01%	117
2024 Q1	$32.6K	Hold	328	–	–	0.01%	115
2023 Q4	$32.3K	Sell	328 -103	-24%	-$10K	0.02%	123
2023 Q3	$41.8K	Hold	431	–	–	0.02%	117
2023 Q2	$42.1K	Hold	431	–	–	0.02%	117
2023 Q1	$42.8K	Hold	431	–	–	0.03%	113
2022 Q4	$41.8K	Buy	431 +103	+31%	+$10K	0.03%	164
2022 Q3	$32K	Hold	328	–	–	0.02%	166
2022 Q2	$33K	Buy	+328	New	+$33.9K	0.02%	167

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MWM

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

RWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Running Point Capital Advisors's STIP Position: Q4 2025 in Review

Running Point Capital Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 37% in Q4 2025, buying an estimated $12.5K and bringing the position to 449 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #154.

Running Point Capital Advisors first reported a position in STIP in Q2 2022 and has held it in 15 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Running Point Capital Advisors held 449 shares of iShares 0-5 Year TIPS Bond ETF worth $46K as of Q4 2025.
Running Point Capital Advisors bought 121 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $12.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #154 holding.
Running Point Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 15 quarters since.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.