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

Diversify 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	$441K	Sell	4,240 -51	-1%	-$5.25K	0.01%	849
2025 Q4	$440K	Buy	4,291 +1,762	+70%	+$181K	0.02%	469
2025 Q3	$260K	Sell	2,529 -1,256	-33%	-$130K	0.02%	480
2025 Q2	$390K	Sell	3,785 -241	-6%	-$24.7K	0.02%	413
2025 Q1	$416K	Sell	4,026 -923	-19%	-$94K	0.03%	387
2024 Q4	$498K	Buy	4,949 +992	+25%	+$100K	0.04%	349
2024 Q3	$399K	Sell	3,957 -743	-16%	-$74.4K	0.04%	353
2024 Q2	$470K	Buy	+4,700	New	+$466K	0.06%	293

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

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

Diversify Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.2% in Q1 2026, selling an estimated $5.25K and leaving 4,240 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #849.

Diversify Wealth Management first reported a position in STIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $498K in Q4 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Diversify Wealth Management held 4,240 shares of iShares 0-5 Year TIPS Bond ETF worth $441K as of Q1 2026.
Diversify Wealth Management sold 51 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $5.25K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #849 holding.
Diversify Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $498K in Q4 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.