Topel & Distasi Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Topel & Distasi Wealth 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	-3,862	Closed	-$397K	–	62
2025 Q2	$397K	Hold	3,862	–	–	0.21%	49
2025 Q1	$400K	Sell	3,862 -2,591	-40%	-$264K	0.19%	61
2024 Q4	$649K	Hold	6,453	–	–	0.28%	56
2024 Q3	$654K	Hold	6,453	–	–	0.27%	56
2024 Q2	$642K	Hold	6,453	–	–	0.28%	54
2024 Q1	$642K	Hold	6,453	–	–	0.28%	54
2023 Q4	$636K	Hold	6,453	–	–	0.3%	52
2023 Q3	$625K	Hold	6,453	–	–	0.33%	52
2023 Q2	$630K	Hold	6,453	–	–	0.32%	51
2023 Q1	$640K	Hold	6,453	–	–	0.33%	50
2022 Q4	$626K	Hold	6,453	–	–	0.35%	49
2022 Q3	$627K	Hold	6,453	–	–	0.35%	52
2022 Q2	$655K	Hold	6,453	–	–	0.38%	51
2022 Q1	$677K	Hold	6,453	–	–	0.28%	59
2021 Q4	$683K	Buy	+6,453	New	+$684K	0.28%	58

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

Topel & Distasi Wealth Management's STIP Position: Q3 2025 in Review

Topel & Distasi Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 3,862 shares — an estimated $397K sold.

Topel & Distasi Wealth Management first reported a position in STIP in Q4 2021 and held it in 15 quarters. The position peaked at $683K in Q4 2021. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Topel & Distasi Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 3,862 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $397K.
Topel & Distasi Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 15 quarters.
Topel & Distasi Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $683K in Q4 2021.
768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.