SB Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

SB Capital 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 Q4	$37M	Buy	+361,193	New	+$37.2M	13.55%	1

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

SB Capital Management's STIP Position: Q4 2025 in Review

SB Capital Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025: 361,193 shares worth $37M. The stake represents 13.55% of the portfolio and ranks #1 among its holdings.

761 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

SB Capital Management held 361,193 shares of iShares 0-5 Year TIPS Bond ETF worth $37M as of Q4 2025.
iShares 0-5 Year TIPS Bond ETF was a new SB Capital Management position in Q4 2025.
iShares 0-5 Year TIPS Bond ETF made up 13.55% of SB Capital Management's portfolio in Q4 2025, its #1 holding.
761 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.