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

Horizons 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 		$111K Sell
1,069
-19
-2% -$1.96K 0.07% 76
2025
Q4 		$111K Sell
1,088
-188
-15% -$19.4K 0.07% 79
2025
Q3 		$132K Hold
1,276
– – 0.09% 73
2025
Q2 		$131K Buy
1,276
+270
+27% +$27.7K 0.09% 74
2025
Q1 		$104K Hold
1,006
– – 0.08% 80
2024
Q4 		$101K Sell
1,006
-593
-37% -$59.8K 0.08% 77
2024
Q3 		$162K Sell
1,599
-266
-14% -$26.6K 0.12% 68
2024
Q2 		$185K Hold
1,865
– – 0.15% 64
2024
Q1 		$184K Hold
1,865
– – 0.12% 64
2023
Q4 		$184K Sell
1,865
-160
-8% -$15.6K 0.12% 64
2023
Q3 		$196K Hold
2,025
– – 0.14% 61
2023
Q2 		$198K Sell
2,025
-99
-5% -$9.74K 0.14% 64
2023
Q1 		$211K Sell
2,124
-24
-1% -$2.35K 0.15% 58
2022
Q4 		$208K Sell
2,148
-937
-30% -$91K 0.17% 57
2022
Q3 		$296K Hold
3,085
– – 0.27% 40
2022
Q2 		$312K Buy
+3,085
New +$319K 0.26% 41

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

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

Horizons Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q1 2026, selling an estimated $1.96K and leaving 1,069 shares worth $111K. The position accounts for 0.07% of the portfolio, ranked #76.

Horizons Wealth Management first reported a position in STIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $312K in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Horizons Wealth Management held 1,069 shares of iShares 0-5 Year TIPS Bond ETF worth $111K as of Q1 2026.
  • Horizons Wealth Management sold 19 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.96K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Horizons Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Horizons Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $312K in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.