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

Arete Wealth 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
2026
Q1 		– Sell
-19,871
Closed -$2.04M – 688
2025
Q4 		$2.04M Sell
19,871
-3,563
-15% -$367K 0.12% 175
2025
Q3 		$2.42M Buy
23,434
+1,271
+6% +$131K 0.15% 132
2025
Q2 		$2.28M Buy
22,163
+2,692
+14% +$276K 0.16% 123
2025
Q1 		$2.02M Sell
19,471
-1,303
-6% -$133K 0.15% 142
2024
Q4 		$2.09M Buy
20,774
+12,829
+161% +$1.29M 0.15% 136
2024
Q3 		$804K Sell
7,945
-1,399
-15% -$140K 0.07% 265
2024
Q2 		$929K Buy
+9,344
New +$927K 0.08% 251
2024
Q1 		– Sell
-8,527
Closed -$841K – 686
2023
Q4 		$841K Buy
+8,527
New +$831K 0.06% 286
2022
Q3 		– Sell
-2,239
Closed -$227K – 621
2022
Q2 		$227K Buy
2,239
+62
+3% +$6.4K 0.02% 401
2022
Q1 		$228K Buy
+2,177
New +$229K 0.02% 446
2019
Q4 		– Sell
-2,546
Closed -$255K – 428
2019
Q3 		$255K Buy
+2,546
New +$255K 0.05% 324

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

Arete Wealth Advisors's STIP Position: Q1 2026 in Review

Arete Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 19,871 shares — an estimated $2.04M sold.

Arete Wealth Advisors first reported a position in STIP in Q3 2019 and held it in 11 quarters. The position peaked at $2.42M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Arete Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 19,871 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.04M.
  • Arete Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 11 quarters.
  • Arete Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.42M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.