Stephens Group Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stephens Group Asset 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 Q3	–	Sell	-2,110	Closed	-$217K	–	32
2025 Q2	$217K	Buy	+2,110	New	+$216K	0.02%	32
2025 Q1	–	Sell	-2,056	Closed	-$207K	–	34
2024 Q4	$207K	Buy	2,056 +5	+0.2%	+$504	0.02%	34
2024 Q3	$208K	Buy	+2,051	New	+$205K	0.02%	34

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Stephens Group Asset Management's STIP Position: Q3 2025 in Review

Stephens Group Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 2,110 shares — an estimated $217K sold.

Stephens Group Asset Management first reported a position in STIP in Q3 2024 and held it in 3 quarters. The position peaked at $217K in Q2 2025. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Stephens Group Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Stephens Group Asset Management sold 2,110 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $217K.
Stephens Group Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and held it in 3 quarters.
Stephens Group Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $217K in Q2 2025.
768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Stephens Group Asset Management's 13F filing for Q3 2025, filed 7 Oct 2025.