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

One 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	$900K	Buy	8,706 +1,891	+28%	+$195K	0.11%	101
2025 Q4	$698K	Sell	6,815 -16,090	-70%	-$1.66M	0.09%	126
2025 Q3	$2.37M	Buy	22,905 +1,397	+6%	+$144K	0.3%	62
2025 Q2	$2.21M	Buy	21,508 +13,965	+185%	+$1.43M	0.31%	63
2025 Q1	$780K	Buy	+7,543	New	+$769K	0.12%	108
2023 Q1	–	Sell	-1,486	Closed	-$144K	–	547
2022 Q4	$144K	Sell	1,486 -4,204	-74%	-$408K	0.03%	240
2022 Q3	$547K	Buy	+5,690	New	+$570K	0.18%	73

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

One Wealth Advisors's STIP Position: Q1 2026 in Review

One Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 28% in Q1 2026, buying an estimated $195K and bringing the position to 8,706 shares worth $900K. The position accounts for 0.11% of the portfolio, ranked #101.

One Wealth Advisors first reported a position in STIP in Q3 2022 and has held it in 7 quarters since. The position peaked at $2.37M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

One Wealth Advisors held 8,706 shares of iShares 0-5 Year TIPS Bond ETF worth $900K as of Q1 2026.
One Wealth Advisors bought 1,891 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $195K.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of One Wealth Advisors's portfolio in Q1 2026, its #101 holding.
One Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 7 quarters since.
One Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.37M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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