CW
STIP icon

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

Curio 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 		– Sell
-75
Closed -$7.67K – 1276
2025
Q4 		$7.67K Hold
75
– – ﹤0.01% 263
2025
Q3 		$7.75K Buy
75
+73
+3,650% +$7.53K ﹤0.01% 195
2025
Q2 		$206 Hold
2
– – ﹤0.01% 332
2025
Q1 		$5.43K Sell
2
-52
-96% -$5.3K ﹤0.01% 263
2024
Q4 		$5.43K Buy
+54
New +$5.44K ﹤0.01% 238

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Curio Wealth's STIP Position: Q1 2026 in Review

Curio Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 75 shares — an estimated $7.67K sold.

Curio Wealth first reported a position in STIP in Q4 2024 and held it in 5 quarters. The position peaked at $7.75K in Q3 2025. 764 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Curio Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Curio Wealth sold 75 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $7.67K.
  • Curio Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 5 quarters.
  • Curio Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $7.75K in Q3 2025.
  • 764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.