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

NWF 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
-9,785
Closed -$1M – 438
2025
Q4 		$1M Buy
9,785
+1
+0% +$103 0.11% 125
2025
Q3 		$1.01M Sell
9,784
-19,830
-67% -$2.05M 0.11% 133
2025
Q2 		$3.05M Buy
+29,614
New +$3.04M 0.36% 62

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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

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

NWF Advisory Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 9,785 shares — an estimated $1M sold.

NWF Advisory Services first reported a position in STIP in Q2 2025 and held it in 3 quarters. The position peaked at $3.05M in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • NWF Advisory Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • NWF Advisory Services sold 9,785 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1M.
  • NWF Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 3 quarters.
  • NWF Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $3.05M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.