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

&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	$2.32M	Buy	21,835 +8,285	+61%	+$853K	0.01%	839
2025 Q4	$1.36M	Sell	13,550 -4,189	-24%	-$431K	0.01%	1057
2025 Q3	$1.84M	Buy	17,739 +7,136	+67%	+$736K	0.01%	792
2025 Q2	$1.09M	Buy	10,603 +6,029	+132%	+$618K	0.01%	941
2025 Q1	$473K	Sell	4,574 -1,363	-23%	-$139K	0.01%	1160
2024 Q4	$592K	Sell	5,937 -1,724	-23%	-$174K	0.01%	1006
2024 Q3	$776K	Sell	7,661 -1,020	-12%	-$102K	0.02%	668
2024 Q2	$864K	Buy	8,681 +2,418	+39%	+$240K	0.04%	390
2024 Q1	$623K	Buy	+6,263	New	+$619K	0.09%	226

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

&Partners's STIP Position: Q1 2026 in Review

&Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 61% in Q1 2026, buying an estimated $853K and bringing the position to 21,835 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #839.

&Partners first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

&Partners held 21,835 shares of iShares 0-5 Year TIPS Bond ETF worth $2.32M as of Q1 2026.
&Partners bought 8,285 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $853K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #839 holding.
&Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.