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

AE 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
2026
Q1 		$21.1M Buy
204,023
+197,263
+2,918% +$20.3M 0.11% 193
2025
Q4 		$692K Sell
6,760
-24,877
-79% -$2.56M ﹤0.01% 924
2025
Q3 		$3.27M Buy
31,637
+5,753
+22% +$593K 0.02% 442
2025
Q2 		$2.66M Buy
25,884
+22,666
+704% +$2.33M 0.02% 475
2025
Q1 		$333K Sell
3,218
-6,687
-68% -$681K ﹤0.01% 1046
2024
Q4 		$996K Sell
9,905
-25,755
-72% -$2.6M 0.01% 697
2024
Q3 		$3.61M Buy
35,660
+1,881
+6% +$188K 0.03% 397
2024
Q2 		$3.36M Buy
33,779
+28,756
+572% +$2.85M 0.03% 411
2024
Q1 		$499K Sell
5,023
-215,599
-98% -$21.3M 0.01% 824
2023
Q4 		$21.8M Sell
220,622
-29,218
-12% -$2.85M 0.11% 209
2023
Q3 		$24.2M Sell
249,840
-18,083
-7% -$1.76M 0.14% 160
2023
Q2 		$26.1M Sell
267,923
-28,902
-10% -$2.84M 0.16% 145
2023
Q1 		$29.5M Buy
296,825
+22,019
+8% +$2.15M 0.19% 122
2022
Q4 		$26.6M Buy
274,806
+1,811
+0.7% +$176K 0.19% 115
2022
Q3 		$26.2M Buy
272,995
+32,098
+13% +$3.21M 0.21% 108
2022
Q2 		$24.4M Buy
240,897
+122,594
+104% +$12.7M 0.2% 128
2022
Q1 		$12.4M Buy
118,303
+77,892
+193% +$8.2M 0.09% 245
2021
Q4 		$4.28M Buy
40,411
+1,567
+4% +$166K 0.03% 450
2021
Q3 		$4.1M Buy
38,844
+1,697
+5% +$180K 0.03% 427
2021
Q2 		$3.95M Buy
37,147
+930
+3% +$98.8K 0.03% 433
2021
Q1 		$3.83M Buy
36,217
+2,547
+8% +$268K 0.04% 375
2020
Q4 		$3.52M Buy
33,670
+2,662
+9% +$276K 0.04% 342
2020
Q3 		$3.23M Buy
31,008
+4,218
+16% +$436K 0.05% 316
2020
Q2 		$2.74M Buy
26,790
+959
+4% +$97.3K 0.04% 329
2020
Q1 		$2.58M Buy
25,831
+9,426
+57% +$948K 0.06% 257
2019
Q4 		$1.65M Sell
16,405
-37,097
-69% -$3.72M 0.04% 395
2019
Q3 		$5.36M Buy
53,502
+727
+1% +$72.8K 0.15% 131
2019
Q2 		$5.31M Buy
52,775
+28,630
+119% +$2.86M 0.16% 118
2019
Q1 		$2.41M Buy
+24,145
New +$2.39M 0.17% 119
2018
Q4 		– Sell
-8,423
Closed -$832K – 591
2018
Q3 		$832K Buy
8,423
+1,534
+22% +$152K 0.05% 246
2018
Q2 		$687K Buy
6,889
+786
+13% +$78.3K 0.05% 222
2018
Q1 		$611K Buy
6,103
+3,460
+131% +$345K 0.05% 231
2017
Q4 		$264K Buy
+2,643
New +$265K 0.02% 345

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
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's STIP Position: Q1 2026 in Review

AE Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2,918% in Q1 2026, buying an estimated $20.3M and bringing the position to 204,023 shares worth $21.1M. The position accounts for 0.11% of the portfolio, ranked #193.

AE Wealth Management first reported a position in STIP in Q4 2017 and has held it in 33 quarters since. The position peaked at $29.5M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • AE Wealth Management held 204,023 shares of iShares 0-5 Year TIPS Bond ETF worth $21.1M as of Q1 2026.
  • AE Wealth Management bought 197,263 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $20.3M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of AE Wealth Management's portfolio in Q1 2026, its #193 holding.
  • AE Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • AE Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $29.5M in Q1 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.