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Wilshire Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wilshire Advisors’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
-356,127
Closed -$3.82M – 13
2025
Q1 		$3.82M Buy
356,127
+52,055
+17% +$5.3M 12.07% 3
2024
Q4 		$30.6M Buy
304,072
+90,470
+42% +$9.12M 11.17% 4
2024
Q3 		$21.6M Buy
213,602
+1,915
+0.9% +$192K 10.4% 4
2024
Q2 		$21.1M Sell
211,687
-2,113
-1% -$210K 10.56% 4
2024
Q1 		$21.3M Buy
213,800
+14,597
+7% +$1.44M 10.58% 4
2023
Q4 		$19.6M Sell
199,203
-4,430
-2% -$432K 10.17% 4
2023
Q3 		$19.7M Buy
203,633
+209
+0.1% +$20.3K 10.96% 4
2023
Q2 		$19.9M Buy
203,424
+815
+0.4% +$80.2K 10.52% 4
2023
Q1 		$20.1M Buy
202,609
+7,362
+4% +$720K 10.76% 4
2022
Q4 		$18.9M Sell
195,247
-6,258
-3% -$608K 10.34% 4
2022
Q3 		$19.4M Sell
201,505
-6,785
-3% -$680K 11.09% 4
2022
Q2 		$21.1M Sell
208,290
-20,000
-9% -$2.06M 11.06% 4
2022
Q1 		$24M Sell
228,290
-16,193
-7% -$1.71M 10.7% 4
2021
Q4 		$25.9M Buy
+244,483
New +$25.9M 9.92% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilshire Advisors's STIP Position: Q2 2025 in Review

Wilshire Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 356,127 shares — an estimated $3.82M sold.

Wilshire Advisors first reported a position in STIP in Q4 2021 and held it in 14 quarters. The position peaked at $30.6M in Q4 2024. 755 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Wilshire Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wilshire Advisors sold 356,127 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $3.82M.
  • Wilshire Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 14 quarters.
  • Wilshire Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $30.6M in Q4 2024.
  • 755 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Wilshire Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.