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Perigon Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Perigon Wealth 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 		$7.06M Sell
68,258
-516
-0.8% -$53.1K 0.13% 161
2025
Q4 		$7.04M Buy
68,774
+1,848
+3% +$190K 0.13% 154
2025
Q3 		$6.92M Buy
66,926
+7,716
+13% +$796K 0.14% 146
2025
Q2 		$6.09M Buy
59,210
+12,380
+26% +$1.27M 0.14% 145
2025
Q1 		$4.85M Sell
46,830
-889
-2% -$90.6K 0.12% 162
2024
Q4 		$4.83M Sell
47,719
-10,309
-18% -$1.04M 0.12% 166
2024
Q3 		$5.88M Buy
58,028
+11,712
+25% +$1.17M 0.16% 137
2024
Q2 		$4.61M Sell
46,316
-1,664
-3% -$165K 0.13% 147
2024
Q1 		$4.77M Buy
47,980
+23,028
+92% +$2.28M 0.14% 145
2023
Q4 		$2.46M Sell
24,952
-67
-0.3% -$6.53K 0.08% 203
2023
Q3 		$2.42M Buy
25,019
+4,817
+24% +$468K 0.1% 187
2023
Q2 		$1.97M Sell
20,202
-3,231
-14% -$318K 0.08% 208
2023
Q1 		$2.33M Sell
23,433
-5,342
-19% -$522K 0.13% 164
2022
Q4 		$2.79M Buy
28,775
+4,245
+17% +$412K 0.17% 133
2022
Q3 		$2.36M Buy
24,530
+6,523
+36% +$653K 0.2% 104
2022
Q2 		$1.83M Buy
18,007
+8,291
+85% +$856K 0.15% 136
2022
Q1 		$1.02M Buy
+9,716
New +$1.02M 0.07% 231

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

Perigon Wealth Management's STIP Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.75% in Q1 2026, selling an estimated $53.1K and leaving 68,258 shares worth $7.06M. The position accounts for 0.13% of the portfolio, ranked #161.

Perigon Wealth Management first reported a position in STIP in Q1 2022 and has held it in 17 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Perigon Wealth Management held 68,258 shares of iShares 0-5 Year TIPS Bond ETF worth $7.06M as of Q1 2026.
  • Perigon Wealth Management sold 516 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $53.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of Perigon Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Perigon Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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