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

SVB Wealth’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
-2,455
Closed -$253K – 427
2025
Q2 		$253K Hold
2,455
– – 0.01% 385
2025
Q1 		$254K Sell
2,455
-642
-21% -$65.4K 0.01% 279
2024
Q4 		$312K Buy
+3,097
New +$312K 0.01% 544
2024
Q3 		– Sell
-4,423
Closed -$440K – 528
2024
Q2 		$440K Sell
4,423
-5,583
-56% -$554K 0.01% 449
2024
Q1 		$995K Sell
10,006
-10,232
-51% -$1.01M 0.02% 352
2023
Q4 		$2M Buy
20,238
+6,690
+49% +$652K 0.05% 240
2023
Q3 		$1.31M Sell
13,548
-6,630
-33% -$644K 0.03% 279
2023
Q2 		$1.97M Sell
20,178
-41,582
-67% -$4.09M 0.04% 242
2023
Q1 		$6.13M Buy
61,760
+8,778
+17% +$858K 0.09% 160
2022
Q4 		$5.14M Buy
+52,982
New +$5.15M 0.07% 172

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 22.9% 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

SVB Wealth's STIP Position: Q3 2025 in Review

SVB Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 2,455 shares — an estimated $253K sold.

SVB Wealth first reported a position in STIP in Q4 2022 and held it in 10 quarters. The position peaked at $6.13M in Q1 2023. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • SVB Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 2,455 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $253K.
  • SVB Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 10 quarters.
  • SVB Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $6.13M in Q1 2023.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on SVB Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.