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Barrett & Company’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Barrett & Company’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 		$109K Hold
1,051
– – 0.04% 200
2025
Q4 		$108K Hold
1,051
– – 0.04% 207
2025
Q3 		$109K Hold
1,051
– – 0.04% 208
2025
Q2 		$108K Hold
1,051
– – 0.04% 201
2025
Q1 		$109K Hold
1,051
– – 0.05% 182
2024
Q4 		$106K Sell
1,051
-50
-5% -$5.04K 0.04% 190
2024
Q3 		$112K Hold
1,101
– – 0.05% 184
2024
Q2 		$110K Hold
1,101
– – 0.05% 183
2024
Q1 		$109K Hold
1,101
– – 0.05% 187
2023
Q4 		$109K Hold
1,101
– – 0.06% 178
2023
Q3 		$107K Hold
1,101
– – 0.06% 173
2023
Q2 		$107K Hold
1,101
– – 0.06% 173
2023
Q1 		$10.9K Hold
1,101
– – 0.01% 379
2022
Q4 		$107K Hold
1,101
– – 0.07% 160
2022
Q3 		$107K Buy
+1,101
New +$110K 0.07% 160

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

Barrett & Company's STIP Position: Q1 2026 in Review

Barrett & Company held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 1,051 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #200.

Barrett & Company first reported a position in STIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $112K in Q3 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Barrett & Company held 1,051 shares of iShares 0-5 Year TIPS Bond ETF worth $109K as of Q1 2026.
  • Barrett & Company left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Barrett & Company's portfolio in Q1 2026, its #200 holding.
  • Barrett & Company first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's iShares 0-5 Year TIPS Bond ETF position peaked at $112K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.