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Matthew Hamilton Rosenberg’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Matthew Hamilton Rosenberg’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
-57
Closed -$5.84K – 820
2025
Q4 		$5.84K Sell
57
-176
-76% -$18.1K ﹤0.01% 681
2025
Q3 		$24.1K Hold
233
– – 0.01% 515
2025
Q2 		$24K Sell
233
-10
-4% -$1.03K 0.01% 531
2025
Q1 		$25.1K Hold
243
– – 0.01% 508
2024
Q4 		$24.4K Sell
243
-741
-75% -$74.7K 0.01% 515
2024
Q3 		$99.7K Sell
984
-274
-22% -$27.4K 0.03% 324
2024
Q2 		$125K Sell
1,258
-7,215
-85% -$716K 0.04% 249
2024
Q1 		$840K Sell
8,473
-4,100
-33% -$405K 0.24% 46
2023
Q4 		$1.24M Sell
12,573
-4,324
-26% -$421K 0.38% 35
2023
Q3 		$1.64M Sell
16,897
-20,305
-55% -$1.97M 0.55% 27
2023
Q2 		$3.63M Buy
37,202
+1,113
+3% +$109K 1.23% 15
2023
Q1 		$3.58M Buy
36,089
+572
+2% +$55.9K 1.16% 17
2022
Q4 		$3.44M Sell
35,517
-11,938
-25% -$1.16M 1.17% 17
2022
Q3 		$4.56M Sell
47,455
-16,998
-26% -$1.7M 1.76% 11
2022
Q2 		$6.56M Buy
64,453
+3,139
+5% +$324K 2.47% 7
2022
Q1 		$6.43M Sell
61,314
-2,662
-4% -$280K 2.25% 7
2021
Q4 		$6.77M Buy
63,976
+7,522
+13% +$797K 2.41% 8
2021
Q3 		$5.96M Buy
56,454
+9,287
+20% +$985K 2.36% 8
2021
Q2 		$5.01M Buy
47,167
+3,915
+9% +$416K 2.61% 7
2021
Q1 		$4.57M Buy
43,252
+2,258
+6% +$238K 2.61% 6
2020
Q4 		$4.28M Buy
40,994
+1,340
+3% +$139K 2.67% 6
2020
Q3 		$4.13M Sell
39,654
-1,169
-3% -$121K 3.03% 5
2020
Q2 		$4.18M Sell
40,823
-1,265
-3% -$128K 3.33% 5
2020
Q1 		$4.21M Buy
+42,088
New +$4.23M 4.18% 4

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

Matthew Hamilton Rosenberg's STIP Position: Q1 2026 in Review

Matthew Hamilton Rosenberg sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 57 shares — an estimated $5.84K sold.

Matthew Hamilton Rosenberg first reported a position in STIP in Q1 2020 and held it in 24 quarters. The position peaked at $6.77M in Q4 2021. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Matthew Hamilton Rosenberg reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 57 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $5.84K.
  • Matthew Hamilton Rosenberg first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2020 and held it in 24 quarters.
  • Matthew Hamilton Rosenberg's iShares 0-5 Year TIPS Bond ETF position peaked at $6.77M in Q4 2021.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2026, filed 7 Apr 2026.