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

TSA 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 Q4	–	Sell	-2,005	Closed	-$207K	–	95
2025 Q3	$207K	Sell	2,005 -4	-0.2%	-$413	0.07%	86
2025 Q2	$207K	Buy	+2,009	New	+$206K	0.08%	82
2025 Q1	–	Sell	-3,830	Closed	-$385K	–	75
2024 Q4	$385K	Sell	3,830 -160	-4%	-$16.1K	0.16%	48
2024 Q3	$404K	Sell	3,990 -2,515	-39%	-$252K	0.16%	44
2024 Q2	$647K	Buy	6,505 +121	+2%	+$12K	0.28%	39
2024 Q1	$635K	Sell	6,384 -409	-6%	-$40.4K	0.28%	36
2023 Q4	$670K	Buy	+6,793	New	+$662K	0.31%	33

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

TSA Wealth Management's STIP Position: Q4 2025 in Review

TSA Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,005 shares — an estimated $207K sold.

TSA Wealth Management first reported a position in STIP in Q4 2023 and held it in 7 quarters. The position peaked at $670K in Q4 2023. 764 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

TSA Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
TSA Wealth Management sold 2,005 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $207K.
TSA Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 7 quarters.
TSA Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $670K in Q4 2023.
764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on TSA Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.