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Spectrum Wealth Counsel’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Spectrum Wealth Counsel’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 		$49.6K Hold
479
– – 0.01% 175
2024
Q4 		$48.2K Buy
479
+8
+2% +$806 0.01% 171
2024
Q3 		$47.7K Hold
471
– – 0.01% 177
2024
Q2 		$46.9K Sell
471
-31
-6% -$3.08K 0.01% 208
2024
Q1 		$49.9K Buy
502
+52
+12% +$5.14K 0.01% 210
2023
Q4 		$44.4K Buy
+450
New +$43.8K 0.01% 198

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Spectrum Wealth Counsel's STIP Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2025 at 479 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #175.

Spectrum Wealth Counsel first reported a position in STIP in Q4 2023 and has held it in 6 quarters since. The position peaked at $49.9K in Q1 2024. 656 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Spectrum Wealth Counsel held 479 shares of iShares 0-5 Year TIPS Bond ETF worth $49.6K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2025.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #175 holding.
  • Spectrum Wealth Counsel first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares 0-5 Year TIPS Bond ETF position peaked at $49.9K in Q1 2024.
  • 656 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.