BW
STIP icon

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

Balance 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 		$1.03M Sell
10,006
-7,800
-44% -$803K 0.32% 62
2025
Q4 		$1.82M Sell
17,806
-15,724
-47% -$1.62M 0.59% 38
2025
Q3 		$3.47M Buy
+33,530
New +$3.46M 0.86% 19

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

Balance Wealth's STIP Position: Q1 2026 in Review

Balance Wealth reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 44% in Q1 2026, selling an estimated $803K and leaving 10,006 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #62.

Balance Wealth first reported a position in STIP in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.47M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Balance Wealth held 10,006 shares of iShares 0-5 Year TIPS Bond ETF worth $1.03M as of Q1 2026.
  • Balance Wealth sold 7,800 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $803K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.32% of Balance Wealth's portfolio in Q1 2026, its #62 holding.
  • Balance Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Balance Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.47M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.