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LWM Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LWM Advisory Services’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
-5,672
Closed -$581K – 85
2025
Q4 		$581K Buy
5,672
+258
+5% +$26.6K 0.34% 44
2025
Q3 		$560K Sell
5,414
-103
-2% -$10.6K 0.33% 49
2025
Q2 		$568K Sell
5,517
-4
-0.1% -$410 0.39% 43
2025
Q1 		$571K Buy
5,521
+27
+0.5% +$2.75K 0.4% 43
2024
Q4 		$553K Buy
5,494
+852
+18% +$85.9K 0.38% 42
2024
Q3 		$470K Sell
4,642
-121
-3% -$12.1K 0.35% 55
2024
Q2 		$474K Buy
4,763
+607
+15% +$60.2K 0.4% 43
2024
Q1 		$413K Buy
4,156
+450
+12% +$44.5K 0.33% 57
2023
Q4 		$365K Buy
3,706
+3,308
+831% +$322K 0.32% 59
2023
Q3 		$38.6K Buy
+398
New +$38.7K 0.04% 97
2023
Q2 		– Sell
-4,245
Closed -$421K – 84
2023
Q1 		$421K Buy
4,245
+1,594
+60% +$156K 0.45% 43
2022
Q4 		$257K Buy
2,651
+478
+22% +$46.4K 0.28% 66
2022
Q3 		$209K Sell
2,173
-2,598
-54% -$260K 0.24% 114
2022
Q2 		$484K Buy
+4,771
New +$493K 0.58% 51

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

LWM Advisory Services's STIP Position: Q1 2026 in Review

LWM Advisory Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 5,672 shares — an estimated $581K sold.

LWM Advisory Services first reported a position in STIP in Q2 2022 and held it in 14 quarters. The position peaked at $581K in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • LWM Advisory Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • LWM Advisory Services sold 5,672 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $581K.
  • LWM Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 14 quarters.
  • LWM Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $581K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.