Tucker Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tucker Asset 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	$717	Buy	+7	New	+$721	﹤0.01%	973
2025 Q1	–	Sell	-10	Closed	-$1.01K	–	846
2024 Q4	$1.01K	Sell	10 -108	-92%	-$10.9K	﹤0.01%	1331
2024 Q3	$12K	Buy	118 +6	+5%	+$601	﹤0.01%	649
2024 Q2	$11.1K	Buy	112 +10	+10%	+$992	﹤0.01%	796
2024 Q1	$10.1K	Hold	102	–	–	﹤0.01%	846
2023 Q4	$10.1K	Hold	102	–	–	﹤0.01%	688
2023 Q3	$9.89K	Buy	+102	New	+$9.91K	﹤0.01%	651

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

Tucker Asset Management's STIP Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025: 7 shares worth $717. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in STIP as recently as Q4 2024.

Tucker Asset Management first reported a position in STIP in Q3 2023 and has held it in 7 quarters since. The position peaked at $12K in Q3 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Tucker Asset Management held 7 shares of iShares 0-5 Year TIPS Bond ETF worth $717 as of Q4 2025.
iShares 0-5 Year TIPS Bond ETF was a new Tucker Asset Management position in Q4 2025.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #973 holding.
Tucker Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 7 quarters since.
Tucker Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $12K in Q3 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.