True Vision MN’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

True Vision MN’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	-12,607	Closed	-$1.3M	–	118
2025 Q3	$1.3M	Buy	12,607 +148	+1%	+$15.3K	0.68%	35
2025 Q2	$1.28M	Buy	+12,459	New	+$1.28M	0.71%	34

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

True Vision MN's STIP Position: Q4 2025 in Review

True Vision MN sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 12,607 shares — an estimated $1.3M sold.

True Vision MN first reported a position in STIP in Q2 2025 and held it in 2 quarters. The position peaked at $1.3M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

True Vision MN reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
True Vision MN sold 12,607 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $1.3M.
True Vision MN first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 2 quarters.
True Vision MN's iShares 0-5 Year TIPS Bond ETF position peaked at $1.3M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on True Vision MN's 13F filing for Q4 2025, filed 14 Jan 2026.