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Allworth Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Allworth Financial’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 		$774K Buy
7,486
+2
+0% +$206 ﹤0.01% 796
2025
Q4 		$766K Sell
7,484
-641
-8% -$66K ﹤0.01% 775
2025
Q3 		$840K Buy
8,125
+456
+6% +$47K ﹤0.01% 716
2025
Q2 		$789K Sell
7,669
-10
-0.1% -$1.03K ﹤0.01% 707
2025
Q1 		$792K Buy
7,679
+589
+8% +$60K ﹤0.01% 581
2024
Q4 		$716K Buy
7,090
+32
+0.5% +$3.23K ﹤0.01% 606
2024
Q3 		$715K Buy
7,058
+6
+0.1% +$601 ﹤0.01% 503
2024
Q2 		$701K Sell
7,052
-99
-1% -$9.82K ﹤0.01% 492
2024
Q1 		$711K Buy
7,151
+2,512
+54% +$248K 0.01% 472
2023
Q4 		$457K Sell
4,639
-6
-0.1% -$585 ﹤0.01% 537
2023
Q3 		$450K Sell
4,645
-119
-2% -$11.6K ﹤0.01% 509
2023
Q2 		$465K Buy
4,764
+562
+13% +$55.3K ﹤0.01% 519
2023
Q1 		$417K Buy
4,202
+125
+3% +$12.2K ﹤0.01% 500
2022
Q4 		$395K Hold
4,077
– – ﹤0.01% 502
2022
Q3 		$392K Sell
4,077
-129
-3% -$12.9K 0.01% 469
2022
Q2 		$427K Buy
4,206
+133
+3% +$13.7K 0.01% 425
2022
Q1 		$427K Buy
4,073
+1
+0% +$105 0.01% 418
2021
Q4 		$431K Hold
4,072
– – 0.01% 398
2021
Q3 		$430K Hold
4,072
– – 0.01% 347
2021
Q2 		$433K Hold
4,072
– – 0.01% 275
2021
Q1 		$430K Buy
4,072
+20
+0.5% +$2.1K 0.01% 262
2020
Q4 		$423K Hold
4,052
– – 0.01% 201
2020
Q3 		$422K Hold
4,052
– – 0.01% 167
2020
Q2 		$415K Hold
4,052
– – 0.01% 167
2020
Q1 		$405K Sell
4,052
-564
-12% -$56.7K 0.01% 176
2019
Q4 		$465K Hold
4,616
– – 0.02% 114
2019
Q3 		$462K Hold
4,616
– – 0.02% 100
2019
Q2 		$464K Hold
4,616
– – 0.02% 100
2019
Q1 		$460K Hold
4,616
– – 0.02% 99
2018
Q4 		$452K Buy
+4,616
New +$453K 0.02% 94

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

Allworth Financial's STIP Position: Q1 2026 in Review

Allworth Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.03% in Q1 2026, buying an estimated $206 and bringing the position to 7,486 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Allworth Financial first reported a position in STIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $840K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Allworth Financial held 7,486 shares of iShares 0-5 Year TIPS Bond ETF worth $774K as of Q1 2026.
  • Allworth Financial bought 2 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $206.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #796 holding.
  • Allworth Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Allworth Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $840K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.