D.A. Davidson & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

D.A. Davidson & Co’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	$272K	Sell	2,632 -7	-0.3%	-$721	﹤0.01%	1389
2025 Q4	$270K	Buy	+2,639	New	+$272K	﹤0.01%	1350
2018 Q4	–	Sell	-2,875	Closed	-$284K	–	1160
2018 Q3	$284K	Buy	+2,875	New	+$285K	0.01%	935
2017 Q1	–	Sell	-50	Closed	-$5K	–	2483
2016 Q4	$5K	Hold	50	–	–	﹤0.01%	2263
2016 Q3	$5K	Hold	50	–	–	﹤0.01%	2198
2016 Q2	$5K	Hold	50	–	–	﹤0.01%	2129
2016 Q1	$5K	Hold	50	–	–	﹤0.01%	2043
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	2060
2015 Q3	$4K	Buy	+50	New	+$4.97K	﹤0.01%	2039

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.A. Davidson & Co's STIP Position: Q1 2026 in Review

D.A. Davidson & Co reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.27% in Q1 2026, selling an estimated $721 and leaving 2,632 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

D.A. Davidson & Co first reported a position in STIP in Q3 2015 and has held it in 9 quarters since. The position peaked at $284K in Q3 2018. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

D.A. Davidson & Co held 2,632 shares of iShares 0-5 Year TIPS Bond ETF worth $272K as of Q1 2026.
D.A. Davidson & Co sold 7 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $721.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1389 holding.
D.A. Davidson & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2015 and has held it in 9 quarters since.
D.A. Davidson & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $284K in Q3 2018.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.