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Exencial Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Exencial Wealth Advisors’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 		$18.7M Buy
181,263
+3,454
+2% +$356K 0.58% 45
2025
Q4 		$18.2M Buy
177,809
+2,140
+1% +$220K 0.58% 47
2025
Q3 		$18.2M Buy
175,669
+20,251
+13% +$2.09M 0.59% 46
2025
Q2 		$16M Buy
155,418
+42,424
+38% +$4.35M 0.56% 52
2025
Q1 		$11.7M Buy
112,994
+12,215
+12% +$1.24M 0.43% 74
2024
Q4 		$10.1M Buy
100,779
+12,910
+15% +$1.3M 0.37% 78
2024
Q3 		$8.9M Sell
87,869
-1,510
-2% -$151K 0.32% 92
2024
Q2 		$8.89M Sell
89,379
-2,732
-3% -$271K 0.33% 93
2024
Q1 		$9.16M Sell
92,111
-3,800
-4% -$376K 0.34% 92
2023
Q4 		$9.46M Sell
95,911
-12,600
-12% -$1.23M 0.39% 80
2023
Q3 		$10.5M Sell
108,511
-11,047
-9% -$1.07M 0.51% 61
2023
Q2 		$11.7M Buy
+119,558
New +$11.8M 0.54% 59

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

Exencial Wealth Advisors's STIP Position: Q1 2026 in Review

Exencial Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q1 2026, buying an estimated $356K and bringing the position to 181,263 shares worth $18.7M. The position accounts for 0.58% of the portfolio, ranked #45.

Exencial Wealth Advisors first reported a position in STIP in Q2 2023 and has held it in 12 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Exencial Wealth Advisors held 181,263 shares of iShares 0-5 Year TIPS Bond ETF worth $18.7M as of Q1 2026.
  • Exencial Wealth Advisors bought 3,454 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $356K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.58% of Exencial Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Exencial Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.