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Fiduciary Alliance’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fiduciary Alliance’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 		$224K Buy
+2,160
New +$222K 0.01% 507
2023
Q3 		– Sell
-374
Closed -$36.5K – 845
2023
Q2 		$36.5K Buy
+374
New +$36.8K 0.01% 350
2023
Q1 		– Sell
-339
Closed -$32.9K – 774
2022
Q4 		$32.9K Buy
+339
New +$32.9K 0.01% 262

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

Fiduciary Alliance's STIP Position: Q1 2026 in Review

Fiduciary Alliance opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 2,160 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in STIP as recently as Q2 2023.

Fiduciary Alliance first reported a position in STIP in Q4 2022 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Fiduciary Alliance held 2,160 shares of iShares 0-5 Year TIPS Bond ETF worth $224K as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Fiduciary Alliance position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Fiduciary Alliance's portfolio in Q1 2026, its #507 holding.
  • Fiduciary Alliance first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.