OneAscent Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

OneAscent Financial 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	$562K	Buy	5,431 +529	+11%	+$54.5K	0.03%	317
2025 Q4	$502K	Buy	4,902 +212	+5%	+$21.8K	0.05%	255
2025 Q3	$485K	Buy	4,690 +1,045	+29%	+$108K	0.06%	239
2025 Q2	$375K	Buy	+3,645	New	+$374K	0.03%	367
2022 Q3	–	Sell	-79,775	Closed	-$8.09M	–	238
2022 Q2	$8.09M	Buy	+79,775	New	+$8.24M	3.67%	5

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

OneAscent Financial Services's STIP Position: Q1 2026 in Review

OneAscent Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q1 2026, buying an estimated $54.5K and bringing the position to 5,431 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #317.

OneAscent Financial Services first reported a position in STIP in Q2 2022 and has held it in 5 quarters since. The position peaked at $8.09M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

OneAscent Financial Services held 5,431 shares of iShares 0-5 Year TIPS Bond ETF worth $562K as of Q1 2026.
OneAscent Financial Services bought 529 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $54.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of OneAscent Financial Services's portfolio in Q1 2026, its #317 holding.
OneAscent Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 5 quarters since.
OneAscent Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $8.09M in Q2 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.