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

Gateway 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 		$1.34M Buy
12,908
+6,725
+109% +$692K 0.05% 327
2025
Q4 		$633K Sell
6,183
-2,167
-26% -$223K 0.07% 247
2025
Q3 		$863K Buy
+8,350
New +$861K 0.12% 178

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Betterment LLC
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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

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

Gateway Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 109% in Q1 2026, buying an estimated $692K and bringing the position to 12,908 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #327.

Gateway Wealth Partners first reported a position in STIP in Q3 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Gateway Wealth Partners held 12,908 shares of iShares 0-5 Year TIPS Bond ETF worth $1.34M as of Q1 2026.
  • Gateway Wealth Partners bought 6,725 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $692K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q1 2026, its #327 holding.
  • Gateway Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 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 Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.