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

Avion 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 		– Sell
-3
Closed – – 1584
2025
Q4 		$0 Hold
3
– – ﹤0.01% 1569
2025
Q3 		$0 Buy
+3
New +$309 ﹤0.01% 1536
2023
Q4 		– Sell
-241
Closed -$23K – 1330
2023
Q3 		$23K Sell
241
-5
-2% -$486 0.01% 204
2023
Q2 		$24K Buy
246
+5
+2% +$492 0.01% 215
2023
Q1 		$23K Hold
241
– – 0.01% 203
2022
Q4 		$23K Hold
241
– – 0.01% 200
2022
Q3 		$23K Buy
241
+66
+38% +$6.61K 0.01% 202
2022
Q2 		$18K Buy
+175
New +$18.1K 0.01% 211

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avion Wealth's STIP Position: Q1 2026 in Review

Avion Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 3 shares.

Avion Wealth first reported a position in STIP in Q2 2022 and held it in 8 quarters. The position peaked at $24K in Q2 2023. 764 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Avion Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Avion Wealth sold 3 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026.
  • Avion Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 8 quarters.
  • Avion Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $24K in Q2 2023.
  • 764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.