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

Jeppson 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 		$17.7M Buy
171,466
+663
+0.4% +$68.3K 5.56% 2
2025
Q4 		$17.5M Sell
170,803
-6,158
-3% -$634K 5.54% 2
2025
Q3 		$18.3M Sell
176,961
-5,479
-3% -$565K 5.83% 2
2025
Q2 		$18.8M Sell
182,440
-1,500
-0.8% -$154K 6.49% 2
2025
Q1 		$19M Sell
183,940
-139
-0.1% -$14.2K 6.97% 2
2024
Q4 		$18.5M Sell
184,079
-191
-0.1% -$19.3K 6.72% 2
2024
Q3 		$18.7M Sell
184,270
-581
-0.3% -$58.2K 6.69% 2
2024
Q2 		$18.4M Sell
184,851
-5,882
-3% -$584K 7.02% 2
2024
Q1 		$19M Sell
190,733
-415
-0.2% -$41K 7.36% 1
2023
Q4 		$18.8M Sell
191,148
-21,841
-10% -$2.13M 7.8% 2
2023
Q3 		$20.6M Sell
212,989
-9,250
-4% -$899K 9.46% 1
2023
Q2 		$21.7M Sell
222,239
-11,347
-5% -$1.12M 9.44% 1
2023
Q1 		$23.2M Sell
233,586
-45,602
-16% -$4.46M 10.09% 1
2022
Q4 		$27.1M Buy
279,188
+117,773
+73% +$11.4M 11.38% 1
2022
Q3 		$15.5M Sell
161,415
-14,971
-8% -$1.5M 7.03% 2
2022
Q2 		$17.9M Buy
176,386
+106,562
+153% +$11M 7.69% 2
2022
Q1 		$7.33M Buy
+69,824
New +$7.35M 3.42% 3

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

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

Jeppson Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.39% in Q1 2026, buying an estimated $68.3K and bringing the position to 171,466 shares worth $17.7M. The position accounts for 5.56% of the portfolio, ranked #2.

Jeppson Wealth Management first reported a position in STIP in Q1 2022 and has held it in 17 quarters since. The position peaked at $27.1M in Q4 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Jeppson Wealth Management held 171,466 shares of iShares 0-5 Year TIPS Bond ETF worth $17.7M as of Q1 2026.
  • Jeppson Wealth Management bought 663 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $68.3K.
  • iShares 0-5 Year TIPS Bond ETF made up 5.56% of Jeppson Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Jeppson Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Jeppson Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $27.1M in Q4 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.