Lazari Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lazari Capital 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	$2.2M	Buy	21,305 +242	+1%	+$24.9K	0.77%	24
2025 Q4	$2.16M	Sell	21,063 -200	-0.9%	-$20.6K	0.72%	22
2025 Q3	$2.2M	Sell	21,263 -1,074	-5%	-$111K	0.74%	22
2025 Q2	$2.3M	Sell	22,337 -293	-1%	-$30.1K	0.87%	22
2025 Q1	$2.34M	Sell	22,630 -817	-3%	-$83.2K	0.96%	20
2024 Q4	$2.36M	Buy	23,447 +2,875	+14%	+$290K	0.94%	19
2024 Q3	$2.08M	Buy	20,572 +732	+4%	+$73.3K	0.89%	23
2024 Q2	$1.97M	Buy	+19,840	New	+$1.97M	0.89%	22

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

Lazari Capital Management's STIP Position: Q1 2026 in Review

Lazari Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.1% in Q1 2026, buying an estimated $24.9K and bringing the position to 21,305 shares worth $2.2M. The position accounts for 0.77% of the portfolio, ranked #24.

Lazari Capital Management first reported a position in STIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q4 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Lazari Capital Management held 21,305 shares of iShares 0-5 Year TIPS Bond ETF worth $2.2M as of Q1 2026.
Lazari Capital Management bought 242 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $24.9K.
iShares 0-5 Year TIPS Bond ETF made up 0.77% of Lazari Capital Management's portfolio in Q1 2026, its #24 holding.
Lazari Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
Lazari Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.36M in Q4 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Lazari Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.