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Secured Retirement Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Secured Retirement 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
Q1 		– Sell
-3,748
Closed -$377K – 159
2024
Q4 		$377K Sell
3,748
-717
-16% -$72.3K 0.22% 113
2024
Q3 		$452K Sell
4,465
-433
-9% -$43.4K 0.33% 80
2024
Q2 		$487K Sell
4,898
-1,051
-18% -$104K 0.38% 75
2024
Q1 		$592K Sell
5,949
-616
-9% -$60.9K 0.5% 63
2023
Q4 		$647K Buy
+6,565
New +$640K 0.62% 56

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Secured Retirement Advisors's STIP Position: Q1 2025 in Review

Secured Retirement Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 3,748 shares — an estimated $377K sold.

Secured Retirement Advisors first reported a position in STIP in Q4 2023 and held it in 5 quarters. The position peaked at $647K in Q4 2023. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Secured Retirement Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 3,748 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $377K.
  • Secured Retirement Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $647K in Q4 2023.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.