IWC
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Integrated Wealth Concepts’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Integrated Wealth Concepts’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 		$21.9M Buy
212,212
+47,436
+29% +$4.88M 0.18% 121
2025
Q4 		$16.9M Sell
164,776
-20,676
-11% -$2.13M 0.2% 104
2025
Q3 		$19.2M Buy
185,452
+16,999
+10% +$1.75M 0.17% 126
2025
Q2 		$17.3M Sell
168,453
-169,028
-50% -$17.3M 0.17% 125
2025
Q1 		$34.9M Buy
337,481
+42,217
+14% +$4.3M 0.41% 46
2024
Q4 		$29.7M Buy
295,264
+95,994
+48% +$9.68M 0.35% 57
2024
Q3 		$20.2M Buy
199,270
+99,455
+100% +$9.96M 0.25% 93
2024
Q2 		$9.93M Buy
99,815
+22,715
+29% +$2.25M 0.14% 157
2024
Q1 		$7.67M Sell
77,100
-37,784
-33% -$3.73M 0.11% 199
2023
Q4 		$11.3M Sell
114,884
-51,255
-31% -$4.99M 0.19% 132
2023
Q3 		$16.1M Sell
166,139
-87,424
-34% -$8.49M 0.28% 86
2023
Q2 		$24.7M Buy
253,563
+176,212
+228% +$17.3M 0.42% 48
2023
Q1 		$7.68M Buy
77,351
+34,311
+80% +$3.35M 0.16% 140
2022
Q4 		$4.17M Buy
43,040
+9,322
+28% +$906K 0.11% 179
2022
Q3 		$3.24M Buy
33,718
+306
+0.9% +$30.6K 0.1% 194
2022
Q2 		$3.39M Sell
33,412
-10,622
-24% -$1.1M 0.11% 184
2022
Q1 		$4.62M Buy
44,034
+171
+0.4% +$18K 0.14% 140
2021
Q4 		$4.64M Buy
43,863
+4,029
+10% +$427K 0.14% 135
2021
Q3 		$4.21M Buy
39,834
+25,529
+178% +$2.71M 0.14% 137
2021
Q2 		$1.52M Buy
14,305
+2,114
+17% +$224K 0.05% 265
2021
Q1 		$1.29M Buy
+12,191
New +$1.28M 0.05% 256

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

Integrated Wealth Concepts's STIP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 29% in Q1 2026, buying an estimated $4.88M and bringing the position to 212,212 shares worth $21.9M. The position accounts for 0.18% of the portfolio, ranked #121.

Integrated Wealth Concepts first reported a position in STIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $34.9M in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Integrated Wealth Concepts held 212,212 shares of iShares 0-5 Year TIPS Bond ETF worth $21.9M as of Q1 2026.
  • Integrated Wealth Concepts bought 47,436 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $4.88M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.18% of Integrated Wealth Concepts's portfolio in Q1 2026, its #121 holding.
  • Integrated Wealth Concepts first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's iShares 0-5 Year TIPS Bond ETF position peaked at $34.9M in Q1 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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