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The Family Firm’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

The Family Firm’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
Q2 		$15.3M Buy
148,850
+1,982
+1% +$203K 3.69% 4
2025
Q1 		$15.2M Buy
146,868
+2,989
+2% +$305K 3.39% 4
2024
Q4 		$14.5M Buy
143,879
+2,275
+2% +$229K 3.22% 4
2024
Q3 		$14.3M Sell
141,604
-1,282
-0.9% -$128K 3.14% 5
2024
Q2 		$14.2M Buy
142,886
+2,137
+2% +$212K 3.17% 4
2024
Q1 		$14M Buy
140,749
+3,769
+3% +$372K 3.41% 4
2023
Q4 		$13.5M Buy
136,980
+2,142
+2% +$209K 3.48% 4
2023
Q3 		$13.1M Buy
134,838
+2,551
+2% +$248K 3.67% 4
2023
Q2 		$12.9M Buy
132,287
+5,520
+4% +$543K 3.41% 4
2023
Q1 		$12.6M Buy
126,767
+4,074
+3% +$398K 3.48% 4
2022
Q4 		$11.9M Buy
122,693
+13,924
+13% +$1.35M 3.48% 4
2022
Q3 		$10.5M Buy
108,769
+3,815
+4% +$382K 3.34% 4
2022
Q2 		$10.6M Buy
104,954
+3,176
+3% +$328K 3.14% 5
2022
Q1 		$10.7M Buy
101,778
+170
+0.2% +$17.9K 2.8% 6
2021
Q4 		$10.8M Buy
101,608
+1,838
+2% +$195K 2.78% 5
2021
Q3 		$10.6M Buy
99,770
+2,989
+3% +$317K 2.78% 5
2021
Q2 		$10.3M Buy
96,781
+3,135
+3% +$333K 2.8% 5
2021
Q1 		$9.9M Sell
93,646
-183
-0.2% -$19.3K 2.86% 5
2020
Q4 		$9.83M Buy
93,829
+1,017
+1% +$105K 2.93% 5
2020
Q3 		$9.66M Buy
92,812
+1,001
+1% +$104K 3.46% 5
2020
Q2 		$9.4M Sell
91,811
-5,314
-5% -$539K 3.52% 5
2020
Q1 		$9.7M Sell
97,125
-1,025
-1% -$103K 4.13% 4
2019
Q4 		$9.88M Buy
98,150
+2,403
+3% +$241K 3.35% 5
2019
Q3 		$9.59M Sell
95,747
-970
-1% -$97.2K 3.41% 4
2019
Q2 		$9.73M Sell
96,717
-1,619
-2% -$162K 3.44% 4
2019
Q1 		$9.8M Sell
98,336
-2,369
-2% -$234K 3.56% 4
2018
Q4 		$9.87M Sell
100,705
-879
-0.9% -$86.3K 3.95% 4
2018
Q3 		$10M Buy
101,584
+626
+0.6% +$62K 3.64% 4
2018
Q2 		$10.1M Buy
100,958
+8,131
+9% +$810K 3.78% 4
2018
Q1 		$9.3M Buy
92,827
+3,398
+4% +$339K 3.62% 5
2017
Q4 		$8.93M Buy
89,429
+8,455
+10% +$847K 3.54% 7
2017
Q3 		$8.13M Buy
80,974
+7,519
+10% +$755K 3.39% 7
2017
Q2 		$7.37M Buy
73,455
+6,231
+9% +$629K 3.25% 8
2017
Q1 		$6.82M Buy
67,224
+4,896
+8% +$495K 3.25% 8
2016
Q4 		$6.28M Buy
62,328
+814
+1% +$82K 2.96% 8
2016
Q3 		$6.22M Buy
61,514
+3,392
+6% +$343K 2.95% 8
2016
Q2 		$5.9M Buy
58,122
+1,722
+3% +$174K 2.93% 8
2016
Q1 		$5.68M Buy
56,400
+2,214
+4% +$220K 2.88% 8
2015
Q4 		$5.36M Buy
54,186
+2,123
+4% +$210K 2.84% 8
2015
Q3 		$5.17M Buy
52,063
+46
+0.1% +$4.57K 2.8% 8
2015
Q2 		$5.2M Buy
52,017
+8,195
+19% +$818K 2.67% 9
2015
Q1 		$4.36M Buy
43,822
+9,026
+26% +$896K 2.22% 9
2014
Q4 		$3.45M Buy
+34,796
New +$3.49M 1.79% 13

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

The Family Firm's STIP Position: Q2 2025 in Review

The Family Firm increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q2 2025, buying an estimated $203K and bringing the position to 148,850 shares worth $15.3M. The position accounts for 3.69% of the portfolio, ranked #4.

The Family Firm first reported a position in STIP in Q4 2014 and has held it in 43 quarters since. 755 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • The Family Firm held 148,850 shares of iShares 0-5 Year TIPS Bond ETF worth $15.3M as of Q2 2025.
  • The Family Firm bought 1,982 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $203K.
  • iShares 0-5 Year TIPS Bond ETF made up 3.69% of The Family Firm's portfolio in Q2 2025, its #4 holding.
  • The Family Firm first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and has held it in 43 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.