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Belpointe Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Belpointe Asset 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 		$2.04M Buy
19,768
+3,125
+19% +$322K 0.07% 234
2025
Q4 		$1.7M Sell
16,643
-733
-4% -$75.5K 0.06% 260
2025
Q3 		$1.8M Buy
17,376
+2,883
+20% +$297K 0.07% 245
2025
Q2 		$1.49M Sell
14,493
-5,988
-29% -$614K 0.06% 252
2025
Q1 		$2.12M Sell
20,481
-7,823
-28% -$797K 0.11% 165
2024
Q4 		$2.84M Buy
28,304
+5,184
+22% +$523K 0.17% 123
2024
Q3 		$2.34M Buy
23,120
+11,851
+105% +$1.19M 0.14% 148
2024
Q2 		$1.12M Buy
11,269
+1,065
+10% +$106K 0.08% 241
2024
Q1 		$1.01M Sell
10,204
-12,049
-54% -$1.19M 0.08% 260
2023
Q4 		$2.19M Buy
22,253
+723
+3% +$70.4K 0.19% 104
2023
Q3 		$2.09M Buy
21,530
+11,709
+119% +$1.14M 0.22% 94
2023
Q2 		$959K Sell
9,821
-38,742
-80% -$3.81M 0.1% 188
2023
Q1 		$4.82M Buy
48,563
+34,196
+238% +$3.34M 0.26% 63
2022
Q4 		$1.39M Sell
14,367
-5,240
-27% -$509K 0.08% 247
2022
Q3 		$1.88M Sell
19,607
-11,856
-38% -$1.19M 0.13% 171
2022
Q2 		$3.19M Sell
31,463
-1,336
-4% -$138K 0.21% 94
2022
Q1 		$3.44M Buy
+32,799
New +$3.45M 0.21% 91
2020
Q4 		– Sell
-1,582
Closed -$165K – 984
2020
Q3 		$165K Buy
1,582
+145
+10% +$15K 0.02% 611
2020
Q2 		$147K Sell
1,437
-2,227
-61% -$226K 0.02% 617
2020
Q1 		$366K Buy
3,664
+2,254
+160% +$227K 0.06% 293
2019
Q4 		$142K Sell
1,410
-50
-3% -$5.01K 0.02% 653
2019
Q3 		$146K Buy
1,460
+213
+17% +$21.3K 0.02% 566
2019
Q2 		$125K Buy
+1,247
New +$125K 0.02% 532
2019
Q1 		– Sell
-2,348
Closed -$230K – 558
2018
Q4 		$230K Buy
2,348
+1,221
+108% +$120K 0.06% 320
2018
Q3 		$111K Buy
+1,127
New +$112K 0.02% 619

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

Belpointe Asset Management's STIP Position: Q1 2026 in Review

Belpointe Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 19% in Q1 2026, buying an estimated $322K and bringing the position to 19,768 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #234.

Belpointe Asset Management first reported a position in STIP in Q3 2018 and has held it in 25 quarters since. The position peaked at $4.82M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Belpointe Asset Management held 19,768 shares of iShares 0-5 Year TIPS Bond ETF worth $2.04M as of Q1 2026.
  • Belpointe Asset Management bought 3,125 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $322K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Belpointe Asset Management's portfolio in Q1 2026, its #234 holding.
  • Belpointe Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 25 quarters since.
  • Belpointe Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $4.82M in Q1 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.