Empirical Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Empirical Asset 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	$910K	Buy	8,800 +231	+3%	+$23.8K	0.24%	113
2025 Q4	$877K	Sell	8,569 -660	-7%	-$67.9K	0.25%	115
2025 Q3	$954K	Buy	9,229 +919	+11%	+$94.8K	0.26%	99
2025 Q2	$855K	Buy	8,310 +1,834	+28%	+$188K	0.26%	106
2025 Q1	$670K	Buy	6,476 +685	+12%	+$69.8K	0.23%	130
2024 Q4	$583K	Buy	5,791 +411	+8%	+$41.4K	0.19%	148
2024 Q3	$545K	Sell	5,380 -2,419	-31%	-$242K	0.19%	157
2024 Q2	$776K	Sell	7,799 -918	-11%	-$91.1K	0.29%	91
2024 Q1	$867K	Buy	8,717 +2	+0%	+$198	0.42%	66
2023 Q4	$859K	Sell	8,715 -296	-3%	-$28.8K	0.7%	44
2023 Q3	$873K	Buy	9,011 +218	+2%	+$21.2K	0.76%	34
2023 Q2	$858K	Buy	8,793 +460	+6%	+$45.3K	0.76%	40
2023 Q1	$827K	Buy	+8,333	New	+$815K	0.79%	40

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

Empirical Asset Management's STIP Position: Q1 2026 in Review

Empirical Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.7% in Q1 2026, buying an estimated $23.8K and bringing the position to 8,800 shares worth $910K. The position accounts for 0.24% of the portfolio, ranked #113.

Empirical Asset Management first reported a position in STIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $954K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Empirical Asset Management held 8,800 shares of iShares 0-5 Year TIPS Bond ETF worth $910K as of Q1 2026.
Empirical Asset Management bought 231 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $23.8K.
iShares 0-5 Year TIPS Bond ETF made up 0.24% of Empirical Asset Management's portfolio in Q1 2026, its #113 holding.
Empirical Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
Empirical Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $954K in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.