Glass Jacobson Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Glass Jacobson Investment Advisors’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	$718K	Sell	6,938 -403	-5%	-$41.5K	0.25%	98
2025 Q4	$752K	Sell	7,341 -468	-6%	-$48.2K	0.27%	95
2025 Q3	$807K	Sell	7,809 -1,844	-19%	-$190K	0.29%	90
2025 Q2	$993K	Sell	9,653 -2,864	-23%	-$294K	0.38%	81
2025 Q1	$1.26M	Hold	12,517	–	–	0.41%	74
2024 Q4	$1.26M	Sell	12,517 -234	-2%	-$23.6K	0.41%	74
2024 Q3	$1.29M	Sell	12,751 -237	-2%	-$23.7K	0.43%	73
2024 Q2	$1.29M	Sell	12,988 -111	-0.8%	-$11K	0.47%	67
2024 Q1	$1.3M	Buy	13,099 +410	+3%	+$40.5K	0.49%	65
2023 Q4	$1.25M	Buy	12,689 +1,075	+9%	+$105K	0.51%	61
2023 Q3	$1.13M	Buy	11,614 +1,299	+13%	+$126K	0.52%	57
2023 Q2	$1.01M	Buy	+10,315	New	+$1.01M	0.46%	66
2022 Q4	$626K	Buy	+6,458	New	+$627K	0.31%	99

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

Glass Jacobson Investment Advisors's STIP Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.5% in Q1 2026, selling an estimated $41.5K and leaving 6,938 shares worth $718K. The position accounts for 0.25% of the portfolio, ranked #98.

Glass Jacobson Investment Advisors first reported a position in STIP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.3M in Q1 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Glass Jacobson Investment Advisors held 6,938 shares of iShares 0-5 Year TIPS Bond ETF worth $718K as of Q1 2026.
Glass Jacobson Investment Advisors sold 403 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $41.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.25% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #98 holding.
Glass Jacobson Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.3M in Q1 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.