Buttonwood Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Buttonwood Financial Group’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	$610K	Buy	5,893 +96	+2%	+$9.88K	0.38%	20
2025 Q4	$594K	Sell	5,797 -557	-9%	-$57.3K	0.32%	20
2025 Q3	$656K	Sell	6,354 -440	-6%	-$45.4K	0.28%	21
2025 Q2	$696K	Buy	6,794 +238	+4%	+$24.4K	0.35%	20
2025 Q1	$671K	Buy	+6,556	New	+$668K	0.39%	18
2023 Q1	–	Sell	-4,223	Closed	-$409K	–	33
2022 Q4	$409K	Buy	4,223 +35	+0.8%	+$3.4K	0.37%	24
2022 Q3	$397K	Buy	+4,188	New	+$419K	0.41%	18

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

Buttonwood Financial Group's STIP Position: Q1 2026 in Review

Buttonwood Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q1 2026, buying an estimated $9.88K and bringing the position to 5,893 shares worth $610K. The position accounts for 0.38% of the portfolio, ranked #20.

Buttonwood Financial Group first reported a position in STIP in Q3 2022 and has held it in 7 quarters since. The position peaked at $696K in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Buttonwood Financial Group held 5,893 shares of iShares 0-5 Year TIPS Bond ETF worth $610K as of Q1 2026.
Buttonwood Financial Group bought 96 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $9.88K.
iShares 0-5 Year TIPS Bond ETF made up 0.38% of Buttonwood Financial Group's portfolio in Q1 2026, its #20 holding.
Buttonwood Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 7 quarters since.
Buttonwood Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $696K in Q2 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Buttonwood Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.