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Obermeyer Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Obermeyer Wealth Partners’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 		$447K Hold
4,326
– – 0.02% 187
2025
Q4 		$443K Sell
4,326
-251
-5% -$25.8K 0.02% 186
2025
Q3 		$473K Sell
4,577
-341
-7% -$35.2K 0.02% 174
2025
Q2 		$506K Sell
4,918
-51
-1% -$5.23K 0.03% 160
2025
Q1 		$514K Sell
4,969
-1,011
-17% -$103K 0.03% 149
2024
Q4 		$602K Sell
5,980
-461
-7% -$46.5K 0.03% 134
2024
Q3 		$653K Sell
6,441
-513
-7% -$51.4K 0.03% 128
2024
Q2 		$692K Sell
6,954
-675
-9% -$67K 0.04% 120
2024
Q1 		$759K Sell
7,629
-1,336
-15% -$132K 0.04% 109
2023
Q4 		$884K Sell
8,965
-1,152
-11% -$112K 0.06% 82
2023
Q3 		$981K Sell
10,117
-76
-0.7% -$7.38K 0.07% 68
2023
Q2 		$995K Buy
10,193
+4,175
+69% +$411K 0.07% 70
2023
Q1 		$607K Buy
6,018
+3,561
+145% +$348K 0.05% 103
2022
Q4 		$238K Buy
2,457
+257
+12% +$25K 0.02% 190
2022
Q3 		$211K Hold
2,200
– – 0.02% 192
2022
Q2 		$223K Hold
2,200
– – 0.02% 182
2022
Q1 		$231K Hold
2,200
– – 0.01% 208
2021
Q4 		$233K Hold
2,200
– – 0.01% 208
2021
Q3 		$232K Hold
2,200
– – 0.01% 190
2021
Q2 		$234K Buy
+2,200
New +$234K 0.01% 190

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

Obermeyer Wealth Partners's STIP Position: Q1 2026 in Review

Obermeyer Wealth Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 4,326 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #187.

Obermeyer Wealth Partners first reported a position in STIP in Q2 2021 and has held it in 20 quarters since. The position peaked at $995K in Q2 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Obermeyer Wealth Partners held 4,326 shares of iShares 0-5 Year TIPS Bond ETF worth $447K as of Q1 2026.
  • Obermeyer Wealth Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #187 holding.
  • Obermeyer Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Obermeyer Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $995K in Q2 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.