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STIP icon

MOTCO’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

MOTCO’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 		$99.5K Hold
962
– – 0.01% 271
2025
Q4 		$98.5K Hold
962
– – 0.01% 271
2025
Q3 		$99.4K Buy
+962
New +$99.2K 0.01% 277
2024
Q2 		– Sell
-38
Closed -$3.78K – 773
2024
Q1 		$3.78K Sell
38
-25
-40% -$2.47K ﹤0.01% 579
2023
Q4 		$6.21K Hold
63
– – ﹤0.01% 510
2023
Q3 		$6.11K Buy
+63
New +$6.12K ﹤0.01% 543
2019
Q3 		– Sell
-885
Closed -$89K – 722
2019
Q2 		$89K Hold
885
– – 0.01% 293
2019
Q1 		$88K Sell
885
-11
-1% -$1.09K 0.01% 272
2018
Q4 		$88K Buy
896
+7
+0.8% +$687 0.01% 268
2018
Q3 		$88K Buy
889
+77
+9% +$7.62K 0.01% 278
2018
Q2 		$81K Buy
812
+171
+27% +$17K 0.01% 278
2018
Q1 		$64K Buy
641
+178
+38% +$17.8K 0.01% 305
2017
Q4 		$46K Buy
463
+91
+24% +$9.12K ﹤0.01% 314
2017
Q3 		$37K Buy
372
+185
+99% +$18.6K ﹤0.01% 341
2017
Q2 		$19K Buy
187
+3
+2% +$303 ﹤0.01% 429
2017
Q1 		$19K Sell
184
-6
-3% -$606 ﹤0.01% 420
2016
Q4 		$19K Hold
190
– – ﹤0.01% 420
2016
Q3 		$19K Hold
190
– – ﹤0.01% 400
2016
Q2 		$19K Hold
190
– – ﹤0.01% 356
2016
Q1 		$19K Hold
190
– – ﹤0.01% 350
2015
Q4 		$19K Hold
190
– – ﹤0.01% 353
2015
Q3 		$19K Hold
190
– – ﹤0.01% 374
2015
Q2 		$19K Hold
190
– – ﹤0.01% 372
2015
Q1 		$19K Hold
190
– – ﹤0.01% 364
2014
Q4 		$19K Sell
190
-360
-65% -$36.1K ﹤0.01% 371
2014
Q3 		$55K Hold
550
– – 0.01% 287
2014
Q2 		$56K Sell
550
-891
-62% -$90.8K 0.01% 276
2014
Q1 		$146K Hold
1,441
– – 0.02% 206
2013
Q4 		$145K Hold
1,441
– – 0.02% 208
2013
Q3 		$146K Buy
1,441
+891
+162% +$90K 0.02% 205
2013
Q2 		$55K Buy
+550
New +$56.2K 0.01% 293

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

MOTCO's STIP Position: Q1 2026 in Review

MOTCO held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 962 shares worth $99.5K. The position accounts for 0.01% of the portfolio, ranked #271.

MOTCO first reported a position in STIP in Q2 2013 and has held it in 31 quarters since. The position peaked at $146K in Q1 2014. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • MOTCO held 962 shares of iShares 0-5 Year TIPS Bond ETF worth $99.5K as of Q1 2026.
  • MOTCO left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of MOTCO's portfolio in Q1 2026, its #271 holding.
  • MOTCO first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 31 quarters since.
  • MOTCO's iShares 0-5 Year TIPS Bond ETF position peaked at $146K in Q1 2014.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.