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

WBI 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 		– Sell
-3,467
Closed -$358K – 381
2025
Q3 		$358K Buy
3,467
+381
+12% +$39.3K 0.09% 231
2025
Q2 		$318K Buy
3,086
+1,074
+53% +$110K 0.08% 206
2025
Q1 		$208K Sell
2,012
-12,843
-86% -$1.31M 0.05% 216
2024
Q4 		$1.49M Sell
14,855
-11,454
-44% -$1.15M 0.37% 86
2024
Q3 		$2.67M Buy
26,309
+23,776
+939% +$2.38M 0.64% 39
2024
Q2 		$252K Sell
2,533
-1,904
-43% -$189K 0.06% 152
2024
Q1 		$441K Sell
4,437
-2,133
-32% -$211K 0.09% 148
2023
Q4 		$648K Sell
6,570
-1,233
-16% -$120K 0.13% 132
2023
Q3 		$756K Sell
7,803
-3,456
-31% -$336K 0.15% 120
2023
Q2 		$1.1M Sell
11,259
-4,191
-27% -$412K 0.2% 117
2023
Q1 		$1.53M Buy
+15,450
New +$1.51M 0.31% 88

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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

WBI Investments's STIP Position: Q4 2025 in Review

WBI Investments sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 3,467 shares — an estimated $358K sold.

WBI Investments first reported a position in STIP in Q1 2023 and held it in 11 quarters. The position peaked at $2.67M in Q3 2024. 764 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • WBI Investments reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 3,467 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $358K.
  • WBI Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 11 quarters.
  • WBI Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $2.67M in Q3 2024.
  • 764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

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