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CreativeOne Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

CreativeOne Wealth’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 		$3.19M Sell
30,820
-7,992
-21% -$823K 0.07% 257
2025
Q4 		$3.97M Sell
38,812
-51,086
-57% -$5.26M 0.1% 192
2025
Q3 		$9.29M Buy
89,898
+8,728
+11% +$900K 0.23% 83
2025
Q2 		$8.35M Buy
81,170
+45,874
+130% +$4.71M 0.22% 88
2025
Q1 		$3.65M Buy
35,296
+4,738
+16% +$483K 0.11% 177
2024
Q4 		$3.07M Buy
30,558
+115
+0.4% +$11.6K 0.09% 198
2024
Q3 		$3.08M Buy
30,443
+4,234
+16% +$424K 0.1% 188
2024
Q2 		$2.61M Buy
26,209
+1,848
+8% +$183K 0.13% 150
2024
Q1 		$2.42M Sell
24,361
-6,006
-20% -$594K 0.1% 197
2023
Q4 		$2.99M Buy
30,367
+19,686
+184% +$1.92M 0.19% 104
2023
Q3 		$1.03M Sell
10,681
-2,679
-20% -$260K 0.07% 235
2023
Q2 		$1.3M Buy
13,360
+6,383
+91% +$628K 0.06% 278
2023
Q1 		$692K Buy
6,977
+110
+2% +$10.8K 0.03% 386
2022
Q4 		$666K Buy
6,867
+1,827
+36% +$178K 0.04% 359
2022
Q3 		$484K Buy
5,040
+737
+17% +$73.8K 0.03% 416
2022
Q2 		$436K Buy
+4,303
New +$444K 0.02% 448

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

CreativeOne Wealth's STIP Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 21% in Q1 2026, selling an estimated $823K and leaving 30,820 shares worth $3.19M. The position accounts for 0.07% of the portfolio, ranked #257.

CreativeOne Wealth first reported a position in STIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.29M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • CreativeOne Wealth held 30,820 shares of iShares 0-5 Year TIPS Bond ETF worth $3.19M as of Q1 2026.
  • CreativeOne Wealth sold 7,992 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $823K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of CreativeOne Wealth's portfolio in Q1 2026, its #257 holding.
  • CreativeOne Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • CreativeOne Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $9.29M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.