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Equita Financial Network’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Equita Financial Network’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 		$8M Sell
77,352
-179
-0.2% -$18.4K 2.52% 11
2025
Q4 		$7.94M Buy
77,531
+11,278
+17% +$1.16M 2.39% 11
2025
Q3 		$6.85M Buy
66,253
+6,606
+11% +$681K 2.31% 12
2025
Q2 		$6.14M Sell
59,647
-1,990
-3% -$204K 2.44% 11
2025
Q1 		$6.38M Buy
61,637
+4,563
+8% +$465K 2.23% 13
2024
Q4 		$5.74M Buy
57,074
+3,504
+7% +$353K 2.08% 16
2024
Q3 		$5.43M Buy
53,570
+5,216
+11% +$522K 1.98% 16
2024
Q2 		$4.81M Buy
48,354
+2,805
+6% +$278K 2.01% 18
2024
Q1 		$4.53M Buy
45,549
+7,307
+19% +$722K 2.03% 19
2023
Q4 		$3.77M Sell
38,242
-224
-0.6% -$21.8K 2.01% 21
2023
Q3 		$3.73M Buy
+38,466
New +$3.74M 2.29% 18

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

Equita Financial Network's STIP Position: Q1 2026 in Review

Equita Financial Network reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.23% in Q1 2026, selling an estimated $18.4K and leaving 77,352 shares worth $8M. The position accounts for 2.52% of the portfolio, ranked #11.

Equita Financial Network first reported a position in STIP in Q3 2023 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Equita Financial Network held 77,352 shares of iShares 0-5 Year TIPS Bond ETF worth $8M as of Q1 2026.
  • Equita Financial Network sold 179 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $18.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.52% of Equita Financial Network's portfolio in Q1 2026, its #11 holding.
  • Equita Financial Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.