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

USAdvisors 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
Q1 		– Sell
-4,300
Closed -$432K – 150
2024
Q4 		$432K Sell
4,300
-19,069
-82% -$1.92M 0.14% 87
2024
Q3 		$2.37M Sell
23,369
-598
-2% -$59.9K 0.83% 35
2024
Q2 		$2.38M Sell
23,967
-549
-2% -$54.5K 0.84% 35
2024
Q1 		$2.44M Sell
24,516
-31,585
-56% -$3.12M 0.92% 36
2023
Q4 		$5.53M Sell
56,101
-7,865
-12% -$766K 2.3% 9
2023
Q3 		$6.2M Buy
63,966
+6,545
+11% +$636K 2.77% 8
2023
Q2 		$5.58M Buy
57,421
+21,648
+61% +$2.13M 2.64% 8
2023
Q1 		$3.55M Sell
35,773
-2,217
-6% -$217K 1.69% 21
2022
Q4 		$3.68M Buy
37,990
+5,098
+15% +$495K 1.78% 21
2022
Q3 		$3.16M Buy
32,892
+1,748
+6% +$175K 1.62% 23
2022
Q2 		$3.16M Buy
+31,144
New +$3.22M 1.58% 24
2021
Q3 		– Sell
-2,988
Closed -$317K – 114
2021
Q2 		$317K Buy
2,988
+988
+49% +$105K 0.17% 87
2021
Q1 		$211K Buy
+2,000
New +$210K 0.1% 103
2020
Q3 		– Sell
-2,719
Closed -$278K – 71
2020
Q2 		$278K Sell
2,719
-7,533
-73% -$764K 0.15% 63
2020
Q1 		$1.02M Buy
10,252
+8,160
+390% +$820K 0.63% 36
2019
Q4 		$210K Buy
+2,092
New +$210K 0.11% 83

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

USAdvisors Wealth Management's STIP Position: Q1 2025 in Review

USAdvisors Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 4,300 shares — an estimated $432K sold.

USAdvisors Wealth Management first reported a position in STIP in Q4 2019 and held it in 16 quarters. The position peaked at $6.2M in Q3 2023. 656 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • USAdvisors Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,300 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $432K.
  • USAdvisors Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 16 quarters.
  • USAdvisors Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $6.2M in Q3 2023.
  • 656 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on USAdvisors Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.