McIlrath & Eck’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

McIlrath & Eck’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	$6.82M	Sell	65,935 -3,369	-5%	-$347K	0.51%	41
2025 Q4	$7.1M	Buy	69,304 +9,179	+15%	+$945K	0.66%	34
2025 Q3	$6.21M	Buy	60,125 +7,589	+14%	+$783K	0.64%	33
2025 Q2	$5.41M	Buy	52,536 +52,507	+181,059%	+$5.39M	0.62%	34
2025 Q1	$3K	Hold	29	–	–	﹤0.01%	786
2024 Q4	$2.92K	Hold	29	–	–	﹤0.01%	834
2024 Q3	$2.94K	Hold	29	–	–	﹤0.01%	828
2024 Q2	$2.88K	Buy	+29	New	+$2.88K	﹤0.01%	787

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McIlrath & Eck's STIP Position: Q1 2026 in Review

McIlrath & Eck reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.9% in Q1 2026, selling an estimated $347K and leaving 65,935 shares worth $6.82M. The position accounts for 0.51% of the portfolio, ranked #41.

McIlrath & Eck first reported a position in STIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.1M in Q4 2025. 760 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

McIlrath & Eck held 65,935 shares of iShares 0-5 Year TIPS Bond ETF worth $6.82M as of Q1 2026.
McIlrath & Eck sold 3,369 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $347K.
iShares 0-5 Year TIPS Bond ETF made up 0.51% of McIlrath & Eck's portfolio in Q1 2026, its #41 holding.
McIlrath & Eck first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
McIlrath & Eck's iShares 0-5 Year TIPS Bond ETF position peaked at $7.1M in Q4 2025.
760 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.