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Passive Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Passive Capital Management’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 		$3.36M Sell
32,534
-1,378
-4% -$142K 1% 17
2025
Q4 		$3.47M Buy
33,912
+730
+2% +$75.1K 1.09% 17
2025
Q3 		$3.43M Sell
33,182
-156
-0.5% -$16.1K 1.12% 17
2025
Q2 		$3.31M Buy
33,338
+1,746
+6% +$179K 1.03% 17
2025
Q1 		$3.27M Buy
31,592
+145
+0.5% +$14.8K 1.04% 18
2024
Q4 		$3.16M Hold
31,447
– – 1.11% 18
2024
Q3 		$3.19M Buy
31,447
+12,350
+65% +$1.24M 1.11% 19
2024
Q2 		$1.9M Buy
19,097
+151
+0.8% +$15K 0.71% 22
2024
Q1 		$1.88M Sell
18,946
-1,699
-8% -$168K 0.74% 20
2023
Q4 		$2.04M Buy
20,645
+6,225
+43% +$607K 0.83% 18
2023
Q3 		$1.4M Buy
14,420
+1,800
+14% +$175K 0.62% 20
2023
Q2 		$1.23M Buy
12,620
+6,425
+104% +$632K 0.52% 25
2023
Q1 		$615K Buy
6,195
+667
+12% +$65.2K 0.27% 33
2022
Q4 		$536K Sell
5,528
-1,900
-26% -$185K 0.24% 31
2022
Q3 		$714K Buy
7,428
+2,931
+65% +$294K 0.38% 29
2022
Q2 		$456K Hold
4,497
– – 0.23% 32
2022
Q1 		$472K Buy
4,497
+34
+0.8% +$3.58K 0.25% 32
2021
Q4 		$473K Buy
+4,463
New +$473K 0.27% 31

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

Passive Capital Management's STIP Position: Q1 2026 in Review

Passive Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.1% in Q1 2026, selling an estimated $142K and leaving 32,534 shares worth $3.36M. The position accounts for 1% of the portfolio, ranked #17.

Passive Capital Management first reported a position in STIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.47M in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Passive Capital Management held 32,534 shares of iShares 0-5 Year TIPS Bond ETF worth $3.36M as of Q1 2026.
  • Passive Capital Management sold 1,378 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $142K.
  • iShares 0-5 Year TIPS Bond ETF made up 1% of Passive Capital Management's portfolio in Q1 2026, its #17 holding.
  • Passive Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Passive Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.47M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.