Westside Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Westside Investment 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 Q2	–	Sell	-737	Closed	-$75.6K	–	1317
2025 Q1	$76.3K	Hold	737	–	–	0.02%	346
2024 Q4	$74.1K	Hold	737	–	–	0.02%	348
2024 Q3	$74.7K	Hold	737	–	–	0.02%	347
2024 Q2	$73.3K	Hold	737	–	–	0.02%	338
2024 Q1	$73.3K	Hold	737	–	–	0.02%	330
2023 Q4	$72.7K	Hold	737	–	–	0.02%	314
2023 Q3	$71.4K	Hold	737	–	–	0.02%	304
2023 Q2	$71.9K	Hold	737	–	–	0.02%	310
2023 Q1	$73.1K	Hold	737	–	–	0.02%	308
2022 Q4	$71	Hold	737	–	–	﹤0.01%	390
2022 Q3	$70	Hold	737	–	–	﹤0.01%	386
2022 Q2	$74	Hold	737	–	–	﹤0.01%	378
2022 Q1	$77	Hold	737	–	–	﹤0.01%	386
2021 Q4	$78	Hold	737	–	–	﹤0.01%	367
2021 Q3	$77	Hold	737	–	–	﹤0.01%	361
2021 Q2	$78	Hold	737	–	–	﹤0.01%	353
2021 Q1	$77	Hold	737	–	–	﹤0.01%	345
2020 Q4	$76	Hold	737	–	–	﹤0.01%	311
2020 Q3	$76	Hold	737	–	–	﹤0.01%	320
2020 Q2	$75	Hold	737	–	–	﹤0.01%	302
2020 Q1	$73	Buy	+737	New	+$74.1K	﹤0.01%	299
2019 Q2	$74K	Buy	+737	New	+$73.8K	0.03%	254
2018 Q4	$72.2K	Buy	+737	New	+$72.3K	0.03%	251

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Westside Investment Management's STIP Position: Q2 2025 in Review

Westside Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 737 shares — an estimated $75.6K sold.

Westside Investment Management first reported a position in STIP in Q4 2018 and held it in 23 quarters. The position peaked at $76.3K in Q1 2025. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Westside Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 737 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $75.6K.
Westside Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 23 quarters.
Westside Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $76.3K in Q1 2025.
757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.