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

Quadcap 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	$7.05M	Sell	68,208 -2,454	-3%	-$253K	0.8%	28
2025 Q4	$7.21M	Buy	70,662 +2,685	+4%	+$276K	0.82%	28
2025 Q3	$7.03M	Buy	67,977 +2,136	+3%	+$220K	0.83%	29
2025 Q2	$6.78M	Buy	65,841 +4,223	+7%	+$433K	0.86%	22
2025 Q1	$6.38M	Buy	61,618 +10,031	+19%	+$1.02M	0.92%	19
2024 Q4	$5.19M	Buy	51,587 +23,815	+86%	+$2.4M	0.76%	23
2024 Q3	$2.81M	Buy	27,772 +19,266	+226%	+$1.93M	0.44%	43
2024 Q2	$846K	Buy	8,506 +5,279	+164%	+$524K	0.15%	141
2024 Q1	$321K	Sell	3,227 -2,404	-43%	-$238K	0.07%	263
2023 Q4	$555K	Buy	+5,631	New	+$549K	0.14%	191

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

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

Quadcap Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q1 2026, selling an estimated $253K and leaving 68,208 shares worth $7.05M. The position accounts for 0.8% of the portfolio, ranked #28.

Quadcap Wealth Management first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.21M in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Quadcap Wealth Management held 68,208 shares of iShares 0-5 Year TIPS Bond ETF worth $7.05M as of Q1 2026.
Quadcap Wealth Management sold 2,454 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $253K.
iShares 0-5 Year TIPS Bond ETF made up 0.8% of Quadcap Wealth Management's portfolio in Q1 2026, its #28 holding.
Quadcap Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $7.21M in Q4 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.