North Ridge Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

North Ridge Wealth Advisors’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	$465K	Buy	4,498 +1	+0%	+$103	0.26%	35
2025 Q4	$461K	Sell	4,497 -43	-0.9%	-$4.43K	0.26%	35
2025 Q3	$469K	Buy	4,540 +1	+0%	+$103	0.27%	34
2025 Q2	$467K	Sell	4,539 -1	-0%	-$103	0.29%	33
2025 Q1	$470K	Hold	4,540	–	–	0.31%	29
2024 Q4	$457K	Sell	4,540 -1,530	-25%	-$154K	0.32%	30
2024 Q3	$615K	Sell	6,070 -44	-0.7%	-$4.41K	0.42%	27
2024 Q2	$608K	Buy	6,114 +198	+3%	+$19.6K	0.46%	26
2024 Q1	$588K	Sell	5,916 -134	-2%	-$13.2K	0.46%	27
2023 Q4	$597K	Sell	6,050 -1,955	-24%	-$190K	0.5%	28
2023 Q3	$776K	Buy	8,005 +446	+6%	+$43.3K	0.76%	23
2023 Q2	$738K	Hold	7,559	–	–	0.71%	24
2023 Q1	$750K	Buy	+7,559	New	+$739K	0.75%	23

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North Ridge Wealth Advisors's STIP Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.02% in Q1 2026, buying an estimated $103 and bringing the position to 4,498 shares worth $465K. The position accounts for 0.26% of the portfolio, ranked #35.

North Ridge Wealth Advisors first reported a position in STIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $776K in Q3 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

North Ridge Wealth Advisors held 4,498 shares of iShares 0-5 Year TIPS Bond ETF worth $465K as of Q1 2026.
North Ridge Wealth Advisors bought 1 iShares 0-5 Year TIPS Bond ETF share in Q1 2026, an estimated $103.
iShares 0-5 Year TIPS Bond ETF made up 0.26% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #35 holding.
North Ridge Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $776K in Q3 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.