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BWM Planning’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BWM Planning’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 		– Sell
-5,899
Closed -$604K – 94
2025
Q4 		$604K Buy
5,899
+118
+2% +$12.1K 0.16% 57
2025
Q3 		$598K Buy
5,781
+3,365
+139% +$347K 0.18% 55
2025
Q2 		$249K Buy
2,416
+131
+6% +$13.4K 0.09% 70
2025
Q1 		$236K Sell
2,285
-98
-4% -$9.98K 0.1% 71
2024
Q4 		$240K Sell
2,383
-5,302
-69% -$534K 0.1% 72
2024
Q3 		$779K Buy
+7,685
New +$770K 0.35% 47

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

BWM Planning's STIP Position: Q1 2026 in Review

BWM Planning sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 5,899 shares — an estimated $604K sold.

BWM Planning first reported a position in STIP in Q3 2024 and held it in 6 quarters. The position peaked at $779K in Q3 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • BWM Planning reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • BWM Planning sold 5,899 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $604K.
  • BWM Planning first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and held it in 6 quarters.
  • BWM Planning's iShares 0-5 Year TIPS Bond ETF position peaked at $779K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.