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

Liberty 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 		$217K Sell
2,098
-4,196
-67% -$432K 0.03% 253
2025
Q4 		$644K Sell
6,294
-469
-7% -$48.3K 0.08% 120
2025
Q3 		$699K Buy
6,763
+1,125
+20% +$116K 0.1% 107
2025
Q2 		$580K Buy
+5,638
New +$578K 0.09% 115
2020
Q1 		– Sell
-32
Closed -$3K – 984
2019
Q4 		$3K Buy
+32
New +$3.21K ﹤0.01% 742

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

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

Liberty Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 67% in Q1 2026, selling an estimated $432K and leaving 2,098 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #253.

Liberty Wealth Management first reported a position in STIP in Q4 2019 and has held it in 5 quarters since. The position peaked at $699K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Liberty Wealth Management held 2,098 shares of iShares 0-5 Year TIPS Bond ETF worth $217K as of Q1 2026.
  • Liberty Wealth Management sold 4,196 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $432K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #253 holding.
  • Liberty Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 5 quarters since.
  • Liberty Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $699K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.