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

Collier Financial’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 		$801K Buy
7,745
+1,546
+25% +$159K 0.61% 19
2025
Q4 		$635K Buy
6,199
+577
+10% +$59.4K 0.48% 21
2025
Q3 		$581K Buy
+5,622
New +$580K 0.44% 24
2025
Q1 		$6.42K Buy
+62
New +$6.32K 0.01% 114

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

Collier Financial's STIP Position: Q1 2026 in Review

Collier Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 25% in Q1 2026, buying an estimated $159K and bringing the position to 7,745 shares worth $801K. The position accounts for 0.61% of the portfolio, ranked #19.

Collier Financial first reported a position in STIP in Q1 2025 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Collier Financial held 7,745 shares of iShares 0-5 Year TIPS Bond ETF worth $801K as of Q1 2026.
  • Collier Financial bought 1,546 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $159K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.61% of Collier Financial's portfolio in Q1 2026, its #19 holding.
  • Collier Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.