Investment Partners Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Investment Partners Asset 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	$2.85M	Buy	27,524 +918	+3%	+$94.5K	1.76%	10
2025 Q4	$2.72M	Buy	26,606 +6,996	+36%	+$720K	1.7%	11
2025 Q3	$2.03M	Buy	19,610 +555	+3%	+$57.2K	1.34%	19
2025 Q2	$1.96M	Buy	19,055 +536	+3%	+$55K	1.36%	19
2025 Q1	$1.92M	Buy	18,519 +1,182	+7%	+$120K	1.5%	16
2024 Q4	$1.74M	Buy	17,337 +581	+3%	+$58.6K	1.37%	14
2024 Q3	$1.7M	Buy	16,756 +492	+3%	+$49.3K	1.39%	14
2024 Q2	$1.62M	Buy	16,264 +68	+0.4%	+$6.75K	1.44%	14
2024 Q1	$1.61M	Buy	16,196 +1,955	+14%	+$193K	1.45%	15
2023 Q4	$1.4M	Buy	+14,241	New	+$1.39M	1.4%	15

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investment Partners Asset Management's STIP Position: Q1 2026 in Review

Investment Partners Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q1 2026, buying an estimated $94.5K and bringing the position to 27,524 shares worth $2.85M. The position accounts for 1.76% of the portfolio, ranked #10.

Investment Partners Asset Management first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Investment Partners Asset Management held 27,524 shares of iShares 0-5 Year TIPS Bond ETF worth $2.85M as of Q1 2026.
Investment Partners Asset Management bought 918 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $94.5K.
iShares 0-5 Year TIPS Bond ETF made up 1.76% of Investment Partners Asset Management's portfolio in Q1 2026, its #10 holding.
Investment Partners Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.