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

Live Oak Investment 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 		– Sell
-2,499
Closed -$256K – 97
2025
Q4 		$256K Buy
+2,499
New +$257K 0.16% 76
2024
Q4 		– Hold
0
– – – 108
2024
Q3 		– Hold
0
– – – 113
2024
Q2 		– Hold
0
– – – 180
2023
Q4 		– Hold
0
– – – 193
2023
Q3 		– Hold
0
– – – 195
2023
Q2 		– Hold
0
– – – 258
2023
Q1 		– Hold
0
– – – 240
2022
Q4 		– Hold
0
– – – 258

Other funds holding STIP

BlackRock
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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

Live Oak Investment Partners's STIP Position: Q1 2026 in Review

Live Oak Investment Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 2,499 shares — an estimated $256K sold.

Live Oak Investment Partners first reported a position in STIP in Q4 2025 and held it in 1 quarter. The position peaked at $256K in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Live Oak Investment Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Live Oak Investment Partners sold 2,499 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $256K.
  • Live Oak Investment Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
  • Live Oak Investment Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $256K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.