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

Gibbs Wealth 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	$295K	Sell	2,848 -2,144	-43%	-$221K	0.04%	392
2025 Q4	$512K	Sell	4,992 -186	-4%	-$19.1K	0.12%	197
2025 Q3	$535K	Buy	5,178 +480	+10%	+$49.5K	0.12%	201
2025 Q2	$483K	Sell	4,698 -6,794	-59%	-$697K	0.09%	232
2025 Q1	$1.19M	Sell	11,492 -92	-0.8%	-$9.37K	0.29%	83
2024 Q4	$1.17M	Buy	11,584 +2,176	+23%	+$219K	0.32%	74
2024 Q3	$953K	Sell	9,408 -867	-8%	-$86.8K	0.31%	75
2024 Q2	$1.02M	Buy	10,275 +2,964	+41%	+$294K	0.41%	55
2024 Q1	$727K	Buy	+7,311	New	+$722K	0.42%	58

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gibbs Wealth Management's STIP Position: Q1 2026 in Review

Gibbs Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 43% in Q1 2026, selling an estimated $221K and leaving 2,848 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #392.

Gibbs Wealth Management first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q1 2025. 764 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Gibbs Wealth Management held 2,848 shares of iShares 0-5 Year TIPS Bond ETF worth $295K as of Q1 2026.
Gibbs Wealth Management sold 2,144 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $221K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #392 holding.
Gibbs Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.19M in Q1 2025.
764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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