GWM
STIP icon

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

Grand 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 		$317K Sell
3,068
-1,130
-27% -$116K 0.15% 31
2025
Q4 		$430K Buy
4,198
+436
+12% +$44.9K 0.19% 25
2025
Q3 		$389K Sell
3,762
-215
-5% -$22.2K 0.19% 26
2025
Q2 		$409K Buy
3,977
+65
+2% +$6.67K 0.21% 26
2025
Q1 		$405K Sell
3,912
-966
-20% -$98.4K 0.22% 25
2024
Q4 		$491K Sell
4,878
-139
-3% -$14K 0.27% 25
2024
Q3 		$508K Sell
5,017
-16
-0.3% -$1.6K 0.29% 25
2024
Q2 		$501K Sell
5,033
-2,066
-29% -$205K 0.3% 25
2024
Q1 		$706K Buy
7,099
+3,813
+116% +$377K 0.34% 27
2023
Q4 		$324K Buy
+3,286
New +$320K 0.18% 32
2022
Q4 		– Sell
-19,537
Closed -$1.88M – 62
2022
Q3 		$1.88M Buy
19,537
+6,804
+53% +$681K 0.99% 18
2022
Q2 		$1.29M Sell
12,733
-88
-0.7% -$9.09K 0.66% 19
2022
Q1 		$1.34M Buy
12,821
+1,307
+11% +$138K 0.63% 18
2021
Q4 		$1.22M Buy
+11,514
New +$1.22M 0.55% 17

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

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

Grand Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 27% in Q1 2026, selling an estimated $116K and leaving 3,068 shares worth $317K. The position accounts for 0.15% of the portfolio, ranked #31.

Grand Wealth Management first reported a position in STIP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.88M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Grand Wealth Management held 3,068 shares of iShares 0-5 Year TIPS Bond ETF worth $317K as of Q1 2026.
  • Grand Wealth Management sold 1,130 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $116K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.15% of Grand Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Grand Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Grand Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.88M in Q3 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.