Simplex Trading
STIP icon

Simplex Trading’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Simplex Trading’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
Q3 		– Sell
-121
Closed -$12K – 10024
2025
Q2 		$12K Buy
+121
New +$12.4K ﹤0.01% 7197
2023
Q1 		– Sell
-1,053
Closed -$102K – 10089
2022
Q4 		$102K Buy
+1,053
New +$102K ﹤0.01% 5062
2022
Q3 		– Sell
-3,709
Closed -$376K – 10853
2022
Q2 		$376K Buy
+3,709
New +$383K ﹤0.01% 3812

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplex Trading's STIP Position: Q3 2025 in Review

Simplex Trading sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 121 shares — an estimated $12K sold.

Simplex Trading first reported a position in STIP in Q2 2022 and held it in 3 quarters. The position peaked at $376K in Q2 2022. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Simplex Trading reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 121 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $12K.
  • Simplex Trading first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 3 quarters.
  • Simplex Trading's iShares 0-5 Year TIPS Bond ETF position peaked at $376K in Q2 2022.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.