VanderPol Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

VanderPol Investments’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	$1.47M	Sell	14,358 -355	-2%	-$36.5K	2.56%	10
2025 Q3	$1.52M	Buy	14,713 +1,299	+10%	+$134K	2.64%	10
2025 Q2	$1.38M	Buy	13,414 +345	+3%	+$35.4K	2.9%	9
2025 Q1	$1.35M	Buy	13,069 +381	+3%	+$38.8K	2.86%	8
2024 Q4	$1.28M	Buy	12,688 +498	+4%	+$50.2K	2.79%	8
2024 Q3	$1.24M	Buy	12,190 +8,286	+212%	+$830K	2.75%	9
2024 Q2	$388K	Buy	3,904 +948	+32%	+$94K	1.18%	24
2024 Q1	$294K	Buy	+2,956	New	+$292K	0.84%	33

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

VanderPol Investments's STIP Position: Q4 2025 in Review

VanderPol Investments reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.4% in Q4 2025, selling an estimated $36.5K and leaving 14,358 shares worth $1.47M. The position accounts for 2.56% of the portfolio, ranked #10.

VanderPol Investments first reported a position in STIP in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

VanderPol Investments held 14,358 shares of iShares 0-5 Year TIPS Bond ETF worth $1.47M as of Q4 2025.
VanderPol Investments sold 355 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $36.5K.
iShares 0-5 Year TIPS Bond ETF made up 2.56% of VanderPol Investments's portfolio in Q4 2025, its #10 holding.
VanderPol Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 8 quarters since.
VanderPol Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $1.52M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.