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

Cyndeo Wealth Partners’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 		$301K Sell
2,906
-1,960
-40% -$202K 0.02% 407
2025
Q4 		$498K Buy
4,866
+302
+7% +$31.1K 0.03% 318
2025
Q3 		$472K Buy
4,564
+2
+0% +$206 0.03% 316
2025
Q2 		$469K Sell
4,562
-432
-9% -$44.3K 0.03% 317
2025
Q1 		$517K Sell
4,994
-740
-13% -$75.4K 0.03% 291
2024
Q4 		$577K Sell
5,734
-647
-10% -$65.2K 0.04% 274
2024
Q3 		$647K Sell
6,381
-155,240
-96% -$15.5M 0.05% 262
2024
Q2 		$16.1M Buy
161,621
+6,035
+4% +$599K 1.26% 13
2024
Q1 		$15.5M Buy
155,586
+729
+0.5% +$72K 1.29% 14
2023
Q4 		$15.3M Buy
154,857
+486
+0.3% +$47.4K 1.41% 14
2023
Q3 		$15M Buy
154,371
+3,098
+2% +$301K 1.56% 9
2023
Q2 		$14.8M Buy
151,273
+1,349
+0.9% +$133K 1.54% 11
2023
Q1 		$14.9M Buy
149,924
+73,546
+96% +$7.19M 1.6% 9
2022
Q4 		$7.41M Buy
+76,378
New +$7.42M 0.87% 25

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

Cyndeo Wealth Partners's STIP Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q1 2026, selling an estimated $202K and leaving 2,906 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #407.

Cyndeo Wealth Partners first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.1M in Q2 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Cyndeo Wealth Partners held 2,906 shares of iShares 0-5 Year TIPS Bond ETF worth $301K as of Q1 2026.
  • Cyndeo Wealth Partners sold 1,960 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $202K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #407 holding.
  • Cyndeo Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $16.1M in Q2 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.