Beaumont Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beaumont Capital Management’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	-6,099	Closed	-$624K	–	41
2025 Q4	$624K	Sell	6,099 -29,309	-83%	-$3.02M	0.77%	23
2025 Q3	$3.66M	Buy	35,408 +569	+2%	+$58.7K	2.43%	21
2025 Q2	$3.59M	Buy	34,839 +1,313	+4%	+$135K	2.45%	20
2025 Q1	$3.47M	Buy	33,526 +5,689	+20%	+$580K	2.56%	15
2024 Q4	$2.8M	Buy	+27,837	New	+$2.81M	2.16%	18
2022 Q3	–	Sell	-3,351	Closed	-$339K	–	42
2022 Q2	$339K	Buy	+3,351	New	+$346K	0.28%	29

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beaumont Capital Management's STIP Position: Q1 2026 in Review

Beaumont Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 6,099 shares — an estimated $624K sold.

Beaumont Capital Management first reported a position in STIP in Q2 2022 and held it in 6 quarters. The position peaked at $3.66M in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Beaumont Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Beaumont Capital Management sold 6,099 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $624K.
Beaumont Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 6 quarters.
Beaumont Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.66M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.