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Summit X LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Summit X LLC’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
-8,525
Closed -$877K – 204
2025
Q2 		$877K Buy
+8,525
New +$875K 0.16% 105
2022
Q1 		– Sell
-2,578
Closed -$272K – 270
2021
Q4 		$272K Buy
2,578
+23
+0.9% +$2.44K 0.06% 230
2021
Q3 		$269K Buy
2,555
+85
+3% +$9.02K 0.07% 229
2021
Q2 		$263K Sell
2,470
-217
-8% -$23K 0.07% 227
2021
Q1 		$283K Sell
2,687
-250
-9% -$26.3K 0.08% 226
2020
Q4 		$305K Buy
+2,937
New +$305K 0.09% 205
2020
Q2 		$274K Buy
2,678
+301
+13% +$30.5K 0.1% 174
2020
Q1 		$237K Buy
2,377
+101
+4% +$10.2K 0.11% 160
2019
Q4 		$228K Buy
2,276
+3
+0.1% +$301 0.08% 210
2019
Q3 		$227K Sell
2,273
-35
-2% -$3.51K 0.09% 209
2019
Q2 		$231K Buy
2,308
+5
+0.2% +$500 0.09% 207
2019
Q1 		$230K Sell
2,303
-660
-22% -$65.2K 0.1% 213
2018
Q4 		$290K Buy
2,963
+253
+9% +$24.8K 0.17% 162
2018
Q3 		$268K Buy
2,710
+398
+17% +$39.4K 0.13% 185
2018
Q2 		$230K Buy
+2,312
New +$230K 0.13% 183

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

Summit X LLC's STIP Position: Q3 2025 in Review

Summit X LLC sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 8,525 shares — an estimated $877K sold.

Summit X LLC first reported a position in STIP in Q2 2018 and held it in 15 quarters. The position peaked at $877K in Q2 2025. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Summit X LLC reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 8,525 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $877K.
  • Summit X LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 15 quarters.
  • Summit X LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $877K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.