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Chokshi & Queen Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$365K Buy
+3,527
New +$363K 0.19% 43
2025
Q4 		– Sell
-3,527
Closed -$365K – 57
2025
Q3 		$365K Buy
+3,527
New +$364K 0.19% 42

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

Chokshi & Queen Wealth Advisors's STIP Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 3,527 shares worth $365K. The stake represents 0.19% of the portfolio and ranks #43 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in STIP as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in STIP in Q3 2025 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 3,527 shares of iShares 0-5 Year TIPS Bond ETF worth $365K as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.19% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.