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

Kovitz Investment Group Partners’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	$17.4M	Buy	168,427 +88,934	+112%	+$9.16M	0.4%	64
2025 Q4	$8.14M	Buy	79,493 +26,859	+51%	+$2.76M	0.18%	114
2025 Q3	$5.44M	Buy	52,634 +35,269	+203%	+$3.64M	0.02%	451
2025 Q2	$1.79M	Buy	17,365 +518	+3%	+$53.1K	0.01%	656
2025 Q1	$1.74M	Buy	+16,847	New	+$1.72M	0.01%	609

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

Kovitz Investment Group Partners's STIP Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 112% in Q1 2026, buying an estimated $9.16M and bringing the position to 168,427 shares worth $17.4M. The position accounts for 0.4% of the portfolio, ranked #64.

Kovitz Investment Group Partners first reported a position in STIP in Q1 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Kovitz Investment Group Partners held 168,427 shares of iShares 0-5 Year TIPS Bond ETF worth $17.4M as of Q1 2026.
Kovitz Investment Group Partners bought 88,934 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $9.16M.
iShares 0-5 Year TIPS Bond ETF made up 0.4% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #64 holding.
Kovitz Investment Group Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.