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HHM Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

HHM Wealth 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 		– Sell
-267
Closed -$27.3K – 912
2025
Q4 		$27.3K Hold
267
– – ﹤0.01% 448
2025
Q3 		$27.6K Hold
267
– – ﹤0.01% 458
2025
Q2 		$27.5K Hold
267
– – ﹤0.01% 463
2025
Q1 		$27.6K Buy
+267
New +$27.2K ﹤0.01% 460
2022
Q4 		– Sell
-43
Closed -$4K – 739
2022
Q3 		$4K Hold
43
– – ﹤0.01% 560
2022
Q2 		$4K Sell
43
-106
-71% -$10.9K ﹤0.01% 682
2022
Q1 		$16K Hold
149
– – ﹤0.01% 468
2021
Q4 		$16K Hold
149
– – ﹤0.01% 461
2021
Q3 		$16K Hold
149
– – ﹤0.01% 442
2021
Q2 		$16K Hold
149
– – ﹤0.01% 429
2021
Q1 		$16K Hold
149
– – ﹤0.01% 409
2020
Q4 		$16K Hold
149
– – 0.01% 381
2020
Q3 		$16K Hold
149
– – 0.01% 343
2020
Q2 		$15K Hold
149
– – 0.01% 340
2020
Q1 		$15K Buy
+149
New +$15K 0.01% 328

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

HHM Wealth Advisors's STIP Position: Q1 2026 in Review

HHM Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 267 shares — an estimated $27.3K sold.

HHM Wealth Advisors first reported a position in STIP in Q1 2020 and held it in 15 quarters. The position peaked at $27.6K in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • HHM Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 267 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $27.3K.
  • HHM Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2020 and held it in 15 quarters.
  • HHM Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $27.6K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.