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

Gould Asset 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 		$48.6M Buy
469,722
+62,458
+15% +$6.43M 8.44% 2
2025
Q4 		$41.7M Buy
407,264
+106,266
+35% +$10.9M 7.39% 2
2025
Q3 		$31.1M Sell
300,998
-59,071
-16% -$6.09M 5.78% 3
2025
Q2 		$37.1M Buy
360,069
+47,407
+15% +$4.86M 7.26% 2
2025
Q1 		$32.4M Buy
312,662
+18,453
+6% +$1.88M 6.67% 2
2024
Q4 		$29.6M Buy
294,209
+30,158
+11% +$3.04M 6.23% 2
2024
Q3 		$26.8M Buy
264,051
+24,840
+10% +$2.49M 5.73% 2
2024
Q2 		$23.8M Buy
239,211
+88,479
+59% +$8.78M 5.49% 2
2024
Q1 		$15M Sell
150,732
-18,565
-11% -$1.83M 3.63% 4
2023
Q4 		$16.7M Buy
169,297
+835
+0.5% +$81.4K 4.31% 4
2023
Q3 		$16.3M Buy
168,462
+9,221
+6% +$896K 4.61% 4
2023
Q2 		$15.5M Buy
159,241
+5,742
+4% +$565K 4.34% 4
2023
Q1 		$15.2M Buy
153,499
+52,068
+51% +$5.09M 4.34% 4
2022
Q4 		$9.83M Buy
101,431
+6,880
+7% +$668K 2.96% 8
2022
Q3 		$9.09M Buy
94,551
+23,535
+33% +$2.36M 3.09% 8
2022
Q2 		$7.2M Sell
71,016
-34,716
-33% -$3.58M 2.32% 10
2022
Q1 		$11.1M Buy
105,732
+775
+0.7% +$81.6K 3.18% 8
2021
Q4 		$11.1M Buy
104,957
+13,275
+14% +$1.41M 3.11% 8
2021
Q3 		$9.68M Buy
91,682
+3,380
+4% +$359K 2.99% 7
2021
Q2 		$9.39M Buy
88,302
+7,950
+10% +$844K 2.67% 8
2021
Q1 		$8.49M Buy
80,352
+1,240
+2% +$130K 2.59% 7
2020
Q4 		$8.26M Buy
79,112
+11,365
+17% +$1.18M 2.52% 7
2020
Q3 		$7.05M Buy
67,747
+28,235
+71% +$2.92M 2.38% 8
2020
Q2 		$4.05M Buy
39,512
+868
+2% +$88.1K 1.42% 11
2020
Q1 		$3.86M Sell
38,644
-414
-1% -$41.6K 1.47% 11
2019
Q4 		$3.93M Buy
39,058
+1,282
+3% +$129K 1.31% 11
2019
Q3 		$3.78M Buy
37,776
+4,078
+12% +$409K 1.34% 12
2019
Q2 		$3.39M Buy
33,698
+237
+0.7% +$23.7K 1.22% 13
2019
Q1 		$3.33M Buy
33,461
+665
+2% +$65.7K 1.25% 13
2018
Q4 		$3.21M Sell
32,796
-224
-0.7% -$22K 1.34% 14
2018
Q3 		$3.26M Buy
33,020
+1,714
+5% +$170K 1.3% 11
2018
Q2 		$3.12M Buy
31,306
+5,297
+20% +$527K 1.35% 11
2018
Q1 		$2.6M Buy
26,009
+933
+4% +$93.1K 1.14% 12
2017
Q4 		$2.5M Buy
25,076
+3,705
+17% +$371K 1.09% 10
2017
Q3 		$2.15M Buy
21,371
+9,275
+77% +$932K 0.96% 16
2017
Q2 		$1.21M Buy
12,096
+765
+7% +$77.2K 0.59% 25
2017
Q1 		$1.15M Buy
11,331
+1,690
+18% +$171K 0.58% 26
2016
Q4 		$971K Buy
9,641
+265
+3% +$26.7K 0.5% 27
2016
Q3 		$948K Buy
9,376
+456
+5% +$46K 0.51% 26
2016
Q2 		$906K Buy
8,920
+560
+7% +$56.4K 0.49% 28
2016
Q1 		$842K Sell
8,360
-370
-4% -$36.8K 0.45% 31
2015
Q4 		$864K Buy
8,730
+235
+3% +$23.3K 0.46% 30
2015
Q3 		$843K Buy
8,495
+1,150
+16% +$114K 0.47% 33
2015
Q2 		$734K Buy
+7,345
New +$733K 0.37% 44

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

Gould Asset Management's STIP Position: Q1 2026 in Review

Gould Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q1 2026, buying an estimated $6.43M and bringing the position to 469,722 shares worth $48.6M. The position accounts for 8.44% of the portfolio, ranked #2.

Gould Asset Management first reported a position in STIP in Q2 2015 and has held it in 44 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Gould Asset Management held 469,722 shares of iShares 0-5 Year TIPS Bond ETF worth $48.6M as of Q1 2026.
  • Gould Asset Management bought 62,458 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $6.43M.
  • iShares 0-5 Year TIPS Bond ETF made up 8.44% of Gould Asset Management's portfolio in Q1 2026, its #2 holding.
  • Gould Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.