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

BIP 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 		$16M Buy
154,557
+7,950
+5% +$819K 0.65% 37
2025
Q4 		$15M Buy
146,607
+6,861
+5% +$706K 0.53% 43
2025
Q3 		$14.4M Buy
139,746
+17,661
+14% +$1.82M 0.71% 29
2025
Q2 		$12.6M Buy
122,085
+3,237
+3% +$332K 0.77% 21
2025
Q1 		$12.3M Buy
118,848
+5,319
+5% +$542K 0.8% 20
2024
Q4 		$11.4M Buy
113,529
+9,655
+9% +$973K 0.76% 20
2024
Q3 		$10.5M Buy
103,874
+15,822
+18% +$1.58M 0.72% 20
2024
Q2 		$8.76M Sell
88,052
-5,358
-6% -$532K 0.72% 22
2024
Q1 		$9.29M Buy
93,410
+10,873
+13% +$1.07M 0.68% 22
2023
Q4 		$8.14M Buy
82,537
+9,458
+13% +$922K 0.64% 27
2023
Q3 		$7.08M Buy
73,079
+7,150
+11% +$695K 0.65% 28
2023
Q2 		$6.43M Buy
65,929
+18,300
+38% +$1.8M 0.53% 32
2023
Q1 		$4.73M Buy
+47,629
New +$4.66M 0.52% 37

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

BIP Wealth's STIP Position: Q1 2026 in Review

BIP Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.4% in Q1 2026, buying an estimated $819K and bringing the position to 154,557 shares worth $16M. The position accounts for 0.65% of the portfolio, ranked #37.

BIP Wealth first reported a position in STIP in Q1 2023 and has held it in 13 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • BIP Wealth held 154,557 shares of iShares 0-5 Year TIPS Bond ETF worth $16M as of Q1 2026.
  • BIP Wealth bought 7,950 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $819K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.65% of BIP Wealth's portfolio in Q1 2026, its #37 holding.
  • BIP Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.