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

IHT 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 		$1.13M Sell
10,956
-457
-4% -$47.1K 0.03% 530
2025
Q4 		$1.17M Buy
11,413
+3,412
+43% +$351K 0.03% 500
2025
Q3 		$827K Buy
8,001
+664
+9% +$68.5K 0.02% 591
2025
Q2 		$755K Buy
7,337
+2,986
+69% +$306K 0.02% 578
2025
Q1 		$450K Sell
4,351
-1,183
-21% -$121K 0.01% 709
2024
Q4 		$557K Sell
5,534
-10,398
-65% -$1.05M 0.02% 648
2024
Q3 		$1.61M Buy
15,932
+7,048
+79% +$706K 0.05% 377
2024
Q2 		$884K Buy
8,884
+2,052
+30% +$204K 0.03% 463
2024
Q1 		$679K Buy
+6,832
New +$675K 0.03% 540
2022
Q4 		– Sell
-2,635
Closed -$253K – 938
2022
Q3 		$253K Sell
2,635
-93
-3% -$9.31K 0.02% 682
2022
Q2 		$277K Buy
+2,728
New +$282K 0.02% 552
2021
Q3 		– Sell
-5,084
Closed -$540K – 958
2021
Q2 		$540K Buy
5,084
+1,794
+55% +$191K 0.03% 511
2021
Q1 		$348K Buy
+3,290
New +$346K 0.03% 581
2020
Q2 		– Sell
-3,160
Closed -$316K – 637
2020
Q1 		$316K Sell
3,160
-812
-20% -$81.6K 0.05% 386
2019
Q4 		$400K Sell
3,972
-464
-10% -$46.5K 0.05% 368
2019
Q3 		$444K Buy
4,436
+1,371
+45% +$137K 0.06% 339
2019
Q2 		$308K Buy
3,065
+172
+6% +$17.2K 0.04% 391
2019
Q1 		$288K Buy
+2,893
New +$286K 0.05% 373
2018
Q2 		– Sell
-670
Closed -$67K – 1230
2018
Q1 		$67K Hold
670
– – 0.02% 594
2017
Q4 		$67K Hold
670
– – 0.02% 608
2017
Q3 		$67K Hold
670
– – 0.03% 441
2017
Q2 		$10 Hold
670
– – ﹤0.01% 984
2017
Q1 		$68K Buy
+670
New +$67.7K 0.05% 353

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

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

IHT Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4% in Q1 2026, selling an estimated $47.1K and leaving 10,956 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #530.

IHT Wealth Management first reported a position in STIP in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.61M in Q3 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • IHT Wealth Management held 10,956 shares of iShares 0-5 Year TIPS Bond ETF worth $1.13M as of Q1 2026.
  • IHT Wealth Management sold 457 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $47.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #530 holding.
  • IHT Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 23 quarters since.
  • IHT Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.61M in Q3 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.