Golden State Equity Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Golden State Equity 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	$570K	Buy	+5,508	New	+$567K	0.04%	416
2025 Q2	–	Sell	-3,393	Closed	-$351K	–	476
2025 Q1	$351K	Buy	3,393 +375	+12%	+$38.2K	0.07%	311
2024 Q4	$304K	Buy	+3,018	New	+$304K	0.06%	334
2024 Q3	–	Sell	-2,898	Closed	-$288K	–	895
2024 Q2	$288K	Buy	+2,898	New	+$288K	0.06%	330
2023 Q4	$233K	Sell	2,366 -1,433	-38%	-$140K	0.06%	320
2023 Q3	$368K	Sell	3,799 -160	-4%	-$15.5K	0.1%	211
2023 Q2	$386K	Sell	3,959 -2,982	-43%	-$293K	0.11%	220
2023 Q1	$689K	Buy	+6,941	New	+$678K	0.37%	76
2022 Q1	$971K	Buy	+9,250	New	+$974K	0.49%	60

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

Golden State Equity Partners's STIP Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 5,508 shares worth $570K. The stake represents 0.04% of the portfolio and ranks #416 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in STIP as recently as Q1 2025.

Golden State Equity Partners first reported a position in STIP in Q1 2022 and has held it in 9 quarters since. The position peaked at $971K in Q1 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Golden State Equity Partners held 5,508 shares of iShares 0-5 Year TIPS Bond ETF worth $570K as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new Golden State Equity Partners position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #416 holding.
Golden State Equity Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 9 quarters since.
Golden State Equity Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $971K in Q1 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.