EI
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EFG International’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

EFG International’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 		$110K Buy
+1,067
New +$110K ﹤0.01% 632

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MWM
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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

EFG International's STIP Position: Q1 2026 in Review

EFG International opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 1,067 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings.

758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • EFG International held 1,067 shares of iShares 0-5 Year TIPS Bond ETF worth $110K as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new EFG International position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of EFG International's portfolio in Q1 2026, its #632 holding.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on EFG International's 13F filing for Q1 2026, filed 15 May 2026.