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

Boyd Watterson 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 		$34K Hold
329
– – 0.01% 209
2025
Q4 		$33.7K Hold
329
– – 0.01% 212
2025
Q3 		$34K Hold
329
– – 0.01% 209
2025
Q2 		$33.9K Hold
329
– – 0.01% 213
2025
Q1 		$34K Hold
329
– – 0.01% 210
2024
Q4 		$33.1K Hold
329
– – 0.01% 217
2024
Q3 		$33.3K Hold
329
– – 0.01% 213
2024
Q2 		$32.7K Hold
329
– – 0.01% 213
2024
Q1 		$32.7K Hold
329
– – 0.01% 214
2023
Q4 		$32.4K Hold
329
– – 0.01% 214
2023
Q3 		$31.9K Sell
329
-50
-13% -$4.86K 0.01% 203
2023
Q2 		$37K Sell
379
-621
-62% -$61.1K 0.01% 205
2023
Q1 		$99.2K Hold
1,000
– – 0.04% 154
2022
Q4 		$97K Buy
+1,000
New +$97.2K 0.04% 154
2022
Q1 		– Sell
-5,918
Closed -$627K – 155
2021
Q4 		$627K Buy
+5,918
New +$627K 0.21% 96

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

Boyd Watterson Asset Management's STIP Position: Q1 2026 in Review

Boyd Watterson Asset Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 329 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #209.

Boyd Watterson Asset Management first reported a position in STIP in Q4 2021 and has held it in 15 quarters since. The position peaked at $627K in Q4 2021. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Boyd Watterson Asset Management held 329 shares of iShares 0-5 Year TIPS Bond ETF worth $34K as of Q1 2026.
  • Boyd Watterson Asset Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #209 holding.
  • Boyd Watterson Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Boyd Watterson Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $627K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.