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Ashton Thomas Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ashton Thomas Private Wealth’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 		$5.06M Sell
48,923
-1,281
-3% -$132K 0.12% 189
2025
Q4 		$5.14M Sell
50,204
-7,897
-14% -$813K 0.13% 170
2025
Q3 		$6.01M Buy
58,101
+4,749
+9% +$490K 0.16% 152
2025
Q2 		$5.49M Buy
53,352
+5,539
+12% +$568K 0.19% 126
2025
Q1 		$4.95M Sell
47,813
-1,341
-3% -$137K 0.19% 130
2024
Q4 		$4.94M Buy
49,154
+37,021
+305% +$3.73M 0.19% 137
2024
Q3 		$1.23M Sell
12,133
-286
-2% -$28.6K 0.06% 279
2024
Q2 		$1.24M Buy
12,419
+76
+0.6% +$7.54K 0.07% 275
2024
Q1 		$1.23M Sell
12,343
-378
-3% -$37.4K 0.07% 274
2023
Q4 		$1.25M Sell
12,721
-936
-7% -$91.2K 0.08% 258
2023
Q3 		$1.32M Buy
13,657
+80
+0.6% +$7.77K 0.1% 230
2023
Q2 		$1.33M Sell
13,577
-1,582
-10% -$156K 0.1% 216
2023
Q1 		$1.5M Sell
15,159
-740
-5% -$72.3K 0.13% 191
2022
Q4 		$1.54M Sell
15,899
-8,782
-36% -$853K 0.15% 178
2022
Q3 		$2.37M Sell
24,681
-27,518
-53% -$2.76M 0.27% 104
2022
Q2 		$5.29M Buy
52,199
+19,136
+58% +$1.98M 0.57% 40
2022
Q1 		$3.47M Buy
33,063
+1,156
+4% +$122K 0.3% 89
2021
Q4 		$3.38M Buy
31,907
+3,219
+11% +$341K 0.33% 82
2021
Q3 		$3.03M Buy
28,688
+3,278
+13% +$348K 0.44% 55
2021
Q2 		$2.7M Buy
25,410
+2,748
+12% +$292K 0.41% 67
2021
Q1 		$2.4M Buy
22,662
+5,948
+36% +$626K 0.41% 65
2020
Q4 		$1.75M Buy
16,714
+373
+2% +$38.7K 0.33% 82
2020
Q3 		$1.7M Buy
16,341
+1,620
+11% +$168K 0.43% 63
2020
Q2 		$1.51M Sell
14,721
-8
-0.1% -$812 0.45% 62
2020
Q1 		$1.47M Sell
14,729
-2,259
-13% -$227K 0.6% 42
2019
Q4 		$1.71M Buy
+16,988
New +$1.7M 0.56% 45

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

Ashton Thomas Private Wealth's STIP Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.6% in Q1 2026, selling an estimated $132K and leaving 48,923 shares worth $5.06M. The position accounts for 0.12% of the portfolio, ranked #189.

Ashton Thomas Private Wealth first reported a position in STIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.01M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Ashton Thomas Private Wealth held 48,923 shares of iShares 0-5 Year TIPS Bond ETF worth $5.06M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 1,281 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $132K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.12% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #189 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Ashton Thomas Private Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $6.01M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.