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

Whalen 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
Q2 		– Sell
-29,060
Closed -$3.01M – 221
2025
Q1 		$3.01M Buy
+29,060
New +$2.96M 2.01% 12

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whalen Wealth Management's STIP Position: Q2 2025 in Review

Whalen Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 29,060 shares — an estimated $3.01M sold.

Whalen Wealth Management first reported a position in STIP in Q1 2025 and held it in 1 quarter. The position peaked at $3.01M in Q1 2025. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Whalen Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 29,060 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $3.01M.
  • Whalen Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and held it in 1 quarter.
  • Whalen Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.01M in Q1 2025.
  • 757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.