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

Destination Wealth Management’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 		$85.4M Buy
825,668
+27,641
+3% +$2.85M 2.22% 9
2025
Q4 		$81.7M Buy
798,027
+35,479
+5% +$3.65M 2.14% 9
2025
Q3 		$78.8M Buy
762,548
+18,778
+3% +$1.94M 2.17% 11
2025
Q2 		$76.5M Buy
743,770
+2,344
+0.3% +$240K 2.24% 8
2025
Q1 		$76.7M Buy
741,426
+18,883
+3% +$1.92M 2.42% 6
2024
Q4 		$72.7M Buy
722,543
+12,098
+2% +$1.22M 2.27% 7
2024
Q3 		$72M Buy
710,445
+22,251
+3% +$2.23M 2.23% 8
2024
Q2 		$68.5M Buy
688,194
+12,497
+2% +$1.24M 2.26% 8
2024
Q1 		$67.2M Buy
675,697
+46,510
+7% +$4.6M 2.23% 8
2023
Q4 		$62M Sell
629,187
-23,183
-4% -$2.26M 2.15% 8
2023
Q3 		$63.2M Buy
652,370
+14,897
+2% +$1.45M 2.46% 7
2023
Q2 		$62.2M Buy
637,473
+7,213
+1% +$710K 2.32% 7
2023
Q1 		$62.5M Buy
630,260
+42,724
+7% +$4.18M 2.37% 7
2022
Q4 		$57M Sell
587,536
-83,146
-12% -$8.08M 2.27% 8
2022
Q3 		$64.5M Buy
670,682
+1,188
+0.2% +$119K 2.71% 7
2022
Q2 		$67.9M Sell
669,494
-11,630
-2% -$1.2M 2.74% 6
2022
Q1 		$71.5M Buy
681,124
+2,057
+0.3% +$217K 2.65% 6
2021
Q4 		$71.9M Buy
679,067
+17,950
+3% +$1.9M 2.54% 5
2021
Q3 		$69.8M Buy
661,117
+32,530
+5% +$3.45M 2.71% 5
2021
Q2 		$66.8M Buy
628,587
+31,522
+5% +$3.35M 2.58% 7
2021
Q1 		$63.1M Buy
597,065
+32,289
+6% +$3.4M 2.61% 6
2020
Q4 		$59M Buy
564,776
+14,709
+3% +$1.53M 2.57% 7
2020
Q3 		$57.2M Buy
550,067
+19,639
+4% +$2.03M 2.9% 5
2020
Q2 		$54.3M Sell
530,428
-1,707
-0.3% -$173K 2.94% 6
2020
Q1 		$53.2M Buy
532,135
+8,259
+2% +$830K 3.26% 5
2019
Q4 		$52.8M Buy
523,876
+21,696
+4% +$2.18M 2.68% 7
2019
Q3 		$50.3M Buy
502,180
+8,386
+2% +$840K 2.72% 8
2019
Q2 		$49.7M Buy
493,794
+7,464
+2% +$747K 2.73% 7
2019
Q1 		$48.5M Buy
486,330
+90,611
+23% +$8.96M 2.73% 7
2018
Q4 		$38.8M Sell
395,719
-97,756
-20% -$9.6M 2.33% 10
2018
Q3 		$48.7M Buy
493,475
+19,671
+4% +$1.95M 2.71% 8
2018
Q2 		$47.2M Buy
473,804
+2,140
+0.5% +$213K 2.84% 8
2018
Q1 		$47.2M Buy
471,664
+52,076
+12% +$5.2M 2.87% 7
2017
Q4 		$41.9M Sell
419,588
-15,814
-4% -$1.59M 2.54% 9
2017
Q3 		$43.7M Buy
435,402
+18,740
+4% +$1.88M 2.79% 7
2017
Q2 		$41.8M Buy
416,662
+15,923
+4% +$1.61M 2.79% 7
2017
Q1 		$40.7M Buy
+400,739
New +$40.5M 2.8% 7

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

Destination Wealth Management's STIP Position: Q1 2026 in Review

Destination Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q1 2026, buying an estimated $2.85M and bringing the position to 825,668 shares worth $85.4M. The position accounts for 2.22% of the portfolio, ranked #9.

Destination Wealth Management first reported a position in STIP in Q1 2017 and has held it in 37 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Destination Wealth Management held 825,668 shares of iShares 0-5 Year TIPS Bond ETF worth $85.4M as of Q1 2026.
  • Destination Wealth Management bought 27,641 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.85M.
  • iShares 0-5 Year TIPS Bond ETF made up 2.22% of Destination Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Destination Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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