Arcadia Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Arcadia Investment 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	$21.7K	Hold	210	–	–	﹤0.01%	188
2025 Q4	$21.5K	Hold	210	–	–	﹤0.01%	197
2025 Q3	$21.7K	Hold	210	–	–	﹤0.01%	205
2025 Q2	$21.6K	Hold	210	–	–	﹤0.01%	204
2025 Q1	$21.7K	Sell	210 -90	-30%	-$9.17K	﹤0.01%	221
2024 Q4	$30.2K	Sell	300 -45	-13%	-$4.54K	﹤0.01%	239
2024 Q3	$35K	Hold	345	–	–	0.01%	193
2024 Q2	$34.3K	Hold	345	–	–	0.01%	220
2024 Q1	$34.3K	Hold	345	–	–	0.01%	218
2023 Q4	$34K	Sell	345 -425	-55%	-$41.4K	0.01%	228
2023 Q3	$74.6K	Sell	770 -1,301	-63%	-$126K	0.02%	181
2023 Q2	$202K	Sell	2,071 -250	-11%	-$24.6K	0.04%	127
2023 Q1	$230K	Sell	2,321 -250	-10%	-$24.4K	0.05%	124
2022 Q4	$249K	Sell	2,571 -18,359	-88%	-$1.78M	0.06%	114
2022 Q3	$2.01M	Sell	20,930 -3,207	-13%	-$321K	0.49%	54
2022 Q2	$2.45M	Buy	24,137 +695	+3%	+$71.8K	0.55%	50
2022 Q1	$2.46M	Buy	23,442 +12,817	+121%	+$1.35M	0.46%	53
2021 Q4	$1.13M	Buy	+10,625	New	+$1.13M	0.19%	81

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

Arcadia Investment Management's STIP Position: Q1 2026 in Review

Arcadia Investment Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 210 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Arcadia Investment Management first reported a position in STIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q1 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Arcadia Investment Management held 210 shares of iShares 0-5 Year TIPS Bond ETF worth $21.7K as of Q1 2026.
Arcadia Investment Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #188 holding.
Arcadia Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
Arcadia Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.46M in Q1 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.