Old Mission Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Old Mission Capital’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	-2,823	Closed	-$289K	–	1266
2025 Q4	$289K	Buy	+2,823	New	+$291K	0.01%	857
2025 Q1	–	Sell	-4,300	Closed	-$433K	–	1226
2024 Q4	$433K	Buy	+4,300	New	+$433K	0.01%	647
2023 Q4	–	Sell	-8,962	Closed	-$869K	–	1633
2023 Q3	$869K	Buy	+8,962	New	+$871K	0.02%	520
2023 Q1	–	Sell	-2,070	Closed	-$201K	–	1703
2022 Q4	$201K	Sell	2,070 -13,387	-87%	-$1.3M	0.01%	1035
2022 Q3	$1.49M	Buy	+15,457	New	+$1.55M	0.05%	309
2022 Q1	–	Sell	-3,471	Closed	-$368K	–	1577
2021 Q4	$368K	Buy	+3,471	New	+$368K	0.02%	698

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

Old Mission Capital's STIP Position: Q1 2026 in Review

Old Mission Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 2,823 shares — an estimated $289K sold.

Old Mission Capital first reported a position in STIP in Q4 2021 and held it in 6 quarters. The position peaked at $1.49M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Old Mission Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Old Mission Capital sold 2,823 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $289K.
Old Mission Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 6 quarters.
Old Mission Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $1.49M in Q3 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.