GWM
STIP icon

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
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