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

Quotient 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	$65.6M	Sell	634,015 -429,799	-40%	-$44.3M	1.73%	16
2025 Q4	$109M	Buy	1,063,814 +79,701	+8%	+$8.2M	2.9%	12
2025 Q3	$102M	Buy	984,113 +55,973	+6%	+$5.77M	2.79%	13
2025 Q2	$95.5M	Buy	928,140 +23,856	+3%	+$2.45M	2.81%	13
2025 Q1	$93.6M	Buy	904,284 +470,472	+108%	+$47.9M	2.99%	12
2024 Q4	$43.6M	Buy	433,812 +12,447	+3%	+$1.25M	1.43%	19
2024 Q3	$42.7M	Buy	421,365 +11,222	+3%	+$1.12M	1.4%	19
2024 Q2	$40.8M	Sell	410,143 -18,906	-4%	-$1.88M	1.43%	19
2024 Q1	$42.7M	Buy	429,049 +69,543	+19%	+$6.87M	1.52%	18
2023 Q4	$35.4M	Buy	+359,506	New	+$35M	1.37%	20

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

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

Quotient Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q1 2026, selling an estimated $44.3M and leaving 634,015 shares worth $65.6M. The position accounts for 1.73% of the portfolio, ranked #16.

Quotient Wealth Partners first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $109M in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Quotient Wealth Partners held 634,015 shares of iShares 0-5 Year TIPS Bond ETF worth $65.6M as of Q1 2026.
Quotient Wealth Partners sold 429,799 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $44.3M.
iShares 0-5 Year TIPS Bond ETF made up 1.73% of Quotient Wealth Partners's portfolio in Q1 2026, its #16 holding.
Quotient Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $109M in Q4 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.