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

TritonPoint 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 Q4	–	Sell	-17,434	Closed	-$1.8M	–	345
2025 Q3	$1.8M	Buy	17,434 +446	+3%	+$46K	0.15%	122
2025 Q2	$1.75M	Buy	16,988 +230	+1%	+$23.6K	0.16%	123
2025 Q1	$1.73M	Buy	16,758 +7,850	+88%	+$800K	0.17%	122
2024 Q4	$896K	Buy	8,908 +276	+3%	+$27.8K	0.08%	161
2024 Q3	$875K	Sell	8,632 -800	-8%	-$80.1K	0.08%	161
2024 Q2	$938K	Buy	+9,432	New	+$936K	0.09%	150

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

TritonPoint Wealth's STIP Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 17,434 shares — an estimated $1.8M sold.

TritonPoint Wealth first reported a position in STIP in Q2 2024 and held it in 6 quarters. The position peaked at $1.8M in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

TritonPoint Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 17,434 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $1.8M.
TritonPoint Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 6 quarters.
TritonPoint Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $1.8M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.