Strategic Wealth Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Strategic Wealth Investment Group’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	–	Sell	-2,215	Closed	-$229K	–	122
2025 Q3	$229K	Buy	+2,215	New	+$228K	0.02%	122
2025 Q1	–	Sell	-20,207	Closed	-$2.03M	–	104
2024 Q4	$2.03M	Sell	20,207 -8,334	-29%	-$840K	0.22%	60
2024 Q3	$2.89M	Sell	28,541 -186,589	-87%	-$18.7M	0.31%	56
2024 Q2	$21.3M	Buy	+215,130	New	+$21.3M	2.69%	8
2023 Q4	$19.9M	Buy	202,100 +11,453	+6%	+$1.12M	2.99%	9
2023 Q3	$18.5M	Buy	190,647 +8,193	+4%	+$796K	3.35%	9
2023 Q2	$17.8M	Buy	182,454 +33,687	+23%	+$3.31M	2.83%	10
2023 Q1	$14.8M	Buy	148,767 +23,566	+19%	+$2.3M	2.74%	10
2022 Q4	$12.2M	Buy	125,201 +18,490	+17%	+$1.8M	2.82%	10
2022 Q3	$10.3M	Buy	106,711 +9,839	+10%	+$985K	2.95%	10
2022 Q2	$9.83M	Buy	+96,872	New	+$10M	2.46%	10

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

Strategic Wealth Investment Group's STIP Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,215 shares — an estimated $229K sold.

Strategic Wealth Investment Group first reported a position in STIP in Q2 2022 and held it in 11 quarters. The position peaked at $21.3M in Q2 2024. 763 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Strategic Wealth Investment Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 2,215 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $229K.
Strategic Wealth Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 11 quarters.
Strategic Wealth Investment Group's iShares 0-5 Year TIPS Bond ETF position peaked at $21.3M in Q2 2024.
763 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.