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

Compass Financial Services’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
-30
Closed -$3.07K – 245
2025
Q4 		$3.07K Hold
30
– – ﹤0.01% 248
2025
Q3 		$3.06K Buy
30
+1
+3% +$103 ﹤0.01% 256
2025
Q2 		$3.01K Buy
+29
New +$2.98K ﹤0.01% 262

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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

Compass Financial Services's STIP Position: Q1 2026 in Review

Compass Financial Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 30 shares — an estimated $3.07K sold.

Compass Financial Services first reported a position in STIP in Q2 2025 and held it in 3 quarters. The position peaked at $3.07K in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Compass Financial Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 30 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.07K.
  • Compass Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 3 quarters.
  • Compass Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $3.07K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.