AlphaCore Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

AlphaCore Capital’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	$225K	Sell	2,177 -20	-0.9%	-$2.06K	0.01%	803
2025 Q4	$225K	Buy	2,197 +46	+2%	+$4.74K	0.01%	935
2025 Q3	$222K	Buy	2,151 +23	+1%	+$2.37K	0.01%	674
2025 Q2	$219K	Buy	2,128 +30	+1%	+$3.08K	0.01%	556
2025 Q1	$217K	Buy	+2,098	New	+$214K	0.02%	424
2024 Q1	–	Sell	-4,846	Closed	-$478K	–	353
2023 Q4	$478K	Sell	4,846 -2,645	-35%	-$258K	0.07%	151
2023 Q3	$726K	Sell	7,491 -5,449	-42%	-$529K	0.11%	120
2023 Q2	$1.26M	Sell	12,940 -2,061	-14%	-$203K	0.2%	86
2023 Q1	$1.49M	Buy	+15,001	New	+$1.47M	0.39%	40

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlphaCore Capital's STIP Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.91% in Q1 2026, selling an estimated $2.06K and leaving 2,177 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #803.

AlphaCore Capital first reported a position in STIP in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

AlphaCore Capital held 2,177 shares of iShares 0-5 Year TIPS Bond ETF worth $225K as of Q1 2026.
AlphaCore Capital sold 20 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.06K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #803 holding.
AlphaCore Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 9 quarters since.
AlphaCore Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $1.49M in Q1 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.