Clear Creek Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Clear Creek Financial 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	$8.94M	Sell	86,432 -3,674	-4%	-$378K	0.69%	29
2025 Q4	$9.23M	Buy	90,106 +13,694	+18%	+$1.41M	0.75%	25
2025 Q3	$7.9M	Buy	76,412 +58,924	+337%	+$6.08M	0.68%	28
2025 Q2	$1.8M	Buy	17,488 +12,457	+248%	+$1.28M	0.17%	133
2025 Q1	$521K	Buy	+5,031	New	+$513K	0.05%	304
2023 Q3	–	Sell	-6,637	Closed	-$648K	–	342
2023 Q2	$648K	Buy	6,637 +418	+7%	+$41.1K	0.11%	148
2023 Q1	$617K	Sell	6,219 -21,635	-78%	-$2.11M	0.12%	137
2022 Q4	$2.7M	Sell	27,854 -112	-0.4%	-$10.9K	0.59%	45
2022 Q3	$2.69M	Sell	27,966 -15,567	-36%	-$1.56M	0.59%	40
2022 Q2	$4.42M	Buy	+43,533	New	+$4.49M	0.92%	26

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

Clear Creek Financial Management's STIP Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.1% in Q1 2026, selling an estimated $378K and leaving 86,432 shares worth $8.94M. The position accounts for 0.69% of the portfolio, ranked #29.

Clear Creek Financial Management first reported a position in STIP in Q2 2022 and has held it in 10 quarters since. The position peaked at $9.23M in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Clear Creek Financial Management held 86,432 shares of iShares 0-5 Year TIPS Bond ETF worth $8.94M as of Q1 2026.
Clear Creek Financial Management sold 3,674 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $378K.
iShares 0-5 Year TIPS Bond ETF made up 0.69% of Clear Creek Financial Management's portfolio in Q1 2026, its #29 holding.
Clear Creek Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 10 quarters since.
Clear Creek Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $9.23M in Q4 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.