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GeoWealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

GeoWealth Management’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 		$296K Buy
+2,860
New +$294K 0.01% 614
2025
Q4 		– Sell
-1,912
Closed -$198K – 824
2025
Q3 		$198K Buy
1,912
+898
+89% +$92.6K 0.01% 695
2025
Q2 		$104K Buy
+1,014
New +$104K ﹤0.01% 801
2024
Q4 		– Sell
-663
Closed -$67.2K – 1876
2024
Q3 		$67.2K Buy
+663
New +$66.4K ﹤0.01% 992
2024
Q2 		– Sell
-3,074
Closed -$306K – 943
2024
Q1 		$306K Sell
3,074
-806
-21% -$79.7K 0.01% 569
2023
Q4 		$383K Buy
+3,880
New +$378K 0.03% 378
2023
Q2 		– Sell
-10,575
Closed -$1.05M – 474
2023
Q1 		$1.05M Buy
+10,575
New +$1.03M 0.12% 94
2022
Q2 		– Sell
-9,069
Closed -$952K – 392
2022
Q1 		$952K Buy
+9,069
New +$955K 0.08% 150
2020
Q4 		– Sell
-21,607
Closed -$2.25M – 219
2020
Q3 		$2.25M Buy
21,607
+5,942
+38% +$615K 0.68% 50
2020
Q2 		$1.6M Buy
+15,665
New +$1.59M 0.66% 45

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

GeoWealth Management's STIP Position: Q1 2026 in Review

GeoWealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 2,860 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in STIP as recently as Q3 2025.

GeoWealth Management first reported a position in STIP in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.25M in Q3 2020. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • GeoWealth Management held 2,860 shares of iShares 0-5 Year TIPS Bond ETF worth $296K as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new GeoWealth Management position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #614 holding.
  • GeoWealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and has held it in 10 quarters since.
  • GeoWealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.25M in Q3 2020.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.