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

Gen-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	$56.7K	Sell	548 -30	-5%	-$3.09K	0.02%	382
2025 Q4	$59.2K	Sell	578 -3,427	-86%	-$353K	0.02%	373
2025 Q3	$414K	Buy	4,005 +7	+0.2%	+$722	0.14%	174
2025 Q2	$411K	Buy	3,998 +3,466	+652%	+$356K	0.16%	152
2025 Q1	$55.1K	Buy	+532	New	+$54.2K	0.02%	330

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

Gen-Wealth Partners's STIP Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.2% in Q1 2026, selling an estimated $3.09K and leaving 548 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #382.

Gen-Wealth Partners first reported a position in STIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $414K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Gen-Wealth Partners held 548 shares of iShares 0-5 Year TIPS Bond ETF worth $56.7K as of Q1 2026.
Gen-Wealth Partners sold 30 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.09K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #382 holding.
Gen-Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
Gen-Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $414K in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.