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

Perfromance Wealth 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	$5.58M	Sell	53,904 -460	-0.8%	-$47.4K	0.16%	30
2025 Q4	$5.57M	Buy	54,364 +981	+2%	+$101K	0.15%	29
2025 Q3	$5.52M	Sell	53,383 -256	-0.5%	-$26.4K	0.15%	28
2025 Q2	$5.52M	Sell	53,639 -380	-0.7%	-$39K	0.18%	28
2025 Q1	$5.59M	Sell	54,019 -62	-0.1%	-$6.32K	0.2%	27
2024 Q4	$5.44M	Buy	54,081 +702	+1%	+$70.8K	0.17%	26
2024 Q3	$5.41M	Buy	53,379 +57	+0.1%	+$5.71K	0.19%	26
2024 Q2	$5.3M	Sell	53,322 -6,269	-11%	-$622K	0.2%	24
2024 Q1	$5.93M	Sell	59,591 -2,760	-4%	-$273K	0.25%	30
2023 Q4	$6.15M	Buy	62,351 +4,818	+8%	+$469K	0.27%	29
2023 Q3	$5.58M	Buy	57,533 +8,019	+16%	+$779K	0.27%	32
2023 Q2	$4.8M	Buy	49,514 +7,547	+18%	+$742K	0.22%	37
2023 Q1	$4.16M	Buy	41,967 +29,641	+240%	+$2.9M	0.21%	37
2022 Q4	$1.2M	Buy	+12,326	New	+$1.2M	0.07%	65

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

Perfromance Wealth Partners's STIP Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.85% in Q1 2026, selling an estimated $47.4K and leaving 53,904 shares worth $5.58M. The position accounts for 0.16% of the portfolio, ranked #30.

Perfromance Wealth Partners first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.15M in Q4 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Perfromance Wealth Partners held 53,904 shares of iShares 0-5 Year TIPS Bond ETF worth $5.58M as of Q1 2026.
Perfromance Wealth Partners sold 460 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $47.4K.
iShares 0-5 Year TIPS Bond ETF made up 0.16% of Perfromance Wealth Partners's portfolio in Q1 2026, its #30 holding.
Perfromance Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Perfromance Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $6.15M in Q4 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.