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

Arlington Financial 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 		$1.82M Sell
17,583
-36,370
-67% -$3.74M 0.26% 46
2025
Q4 		$5.52M Buy
+53,953
New +$5.55M 0.79% 33

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

Arlington Financial Advisors's STIP Position: Q1 2026 in Review

Arlington Financial Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 67% in Q1 2026, selling an estimated $3.74M and leaving 17,583 shares worth $1.82M. The position accounts for 0.26% of the portfolio, ranked #46.

Arlington Financial Advisors first reported a position in STIP in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.52M in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Arlington Financial Advisors held 17,583 shares of iShares 0-5 Year TIPS Bond ETF worth $1.82M as of Q1 2026.
  • Arlington Financial Advisors sold 36,370 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.74M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.26% of Arlington Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Arlington Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Arlington Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $5.52M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.