FAS Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

FAS Wealth Partners’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	$4.14K	Sell	40 -35	-47%	-$3.6K	﹤0.01%	489
2025 Q4	$7.68K	Buy	75 +35	+88%	+$3.6K	﹤0.01%	466
2025 Q3	$4.13K	Hold	40	–	–	﹤0.01%	444
2025 Q2	$4.12K	Hold	40	–	–	﹤0.01%	432
2025 Q1	$4.14K	Hold	40	–	–	﹤0.01%	409
2024 Q4	$4.02K	Hold	40	–	–	﹤0.01%	413
2024 Q3	$4.05K	Hold	40	–	–	﹤0.01%	422
2024 Q2	$3.98K	Hold	40	–	–	﹤0.01%	415
2024 Q1	$3.98K	Hold	40	–	–	﹤0.01%	423
2023 Q4	$3.94K	Sell	40 -1,051	-96%	-$102K	﹤0.01%	410
2023 Q3	$106K	Buy	1,091 +1,051	+2,628%	+$102K	0.01%	298
2023 Q2	$3.9K	Hold	40	–	–	﹤0.01%	381
2023 Q1	$3.97K	Buy	40 +1	+3%	+$98	﹤0.01%	403
2022 Q4	$3.75K	Buy	39 +1	+3%	+$97	﹤0.01%	400
2022 Q3	$4K	Buy	+38	New	+$3.81K	﹤0.01%	383

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

FAS Wealth Partners's STIP Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 47% in Q1 2026, selling an estimated $3.6K and leaving 40 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

FAS Wealth Partners first reported a position in STIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $106K in Q3 2023. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

FAS Wealth Partners held 40 shares of iShares 0-5 Year TIPS Bond ETF worth $4.14K as of Q1 2026.
FAS Wealth Partners sold 35 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.6K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #489 holding.
FAS Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
FAS Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $106K in Q3 2023.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.