Bradley & Co Private Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bradley & Co Private Wealth 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	$53.8K	Hold	520	–	–	0.03%	92
2025 Q4	$53.2K	Hold	520	–	–	0.03%	89
2025 Q3	$53.7K	Hold	520	–	–	0.03%	75
2025 Q2	$53.5K	Hold	520	–	–	0.03%	74
2025 Q1	$53.8K	Hold	520	–	–	0.04%	68
2024 Q4	$52.3K	Buy	+520	New	+$52.4K	0.03%	70
2024 Q2	$51.7K	Hold	520	–	–	0.04%	66
2024 Q1	$51.7K	Hold	520	–	–	0.04%	66
2023 Q4	$51.3K	Hold	520	–	–	0.05%	56
2023 Q3	$50.4K	Hold	520	–	–	0.05%	57
2023 Q2	$50.8K	Hold	520	–	–	0.05%	58
2023 Q1	$51.6K	Sell	520 -1,785	-77%	-$174K	0.06%	56
2022 Q4	$223K	Sell	2,305 -22,385	-91%	-$2.17M	0.27%	32
2022 Q3	$2.37M	Buy	24,690 +5,790	+31%	+$580K	2.83%	12
2022 Q2	$1.92M	Buy	18,900 +12,740	+207%	+$1.32M	2.11%	14
2022 Q1	$646K	Buy	6,160 +5,740	+1,367%	+$604K	0.56%	30
2021 Q4	$44K	Buy	+420	New	+$44.5K	0.04%	94
2021 Q2	–	Sell	-290	Closed	-$31K	–	175
2021 Q1	$31K	Buy	+290	New	+$30.5K	0.03%	116

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

Bradley & Co Private Wealth Management's STIP Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 520 shares worth $53.8K. The position accounts for 0.03% of the portfolio, ranked #92.

Bradley & Co Private Wealth Management first reported a position in STIP in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.37M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Bradley & Co Private Wealth Management held 520 shares of iShares 0-5 Year TIPS Bond ETF worth $53.8K as of Q1 2026.
Bradley & Co Private Wealth 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 0.03% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #92 holding.
Bradley & Co Private Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 18 quarters since.
Bradley & Co Private Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.37M in Q3 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.