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

Regimen Wealth’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	–	Sell	-3,066	Closed	-$314K	–	79
2025 Q4	$314K	Buy	3,066 +5	+0.2%	+$515	0.09%	61
2025 Q3	$316K	Sell	3,061 -48	-2%	-$4.95K	0.09%	60
2025 Q2	$320K	Buy	3,109 +453	+17%	+$46.5K	0.1%	58
2025 Q1	$275K	Sell	2,656 -11	-0.4%	-$1.12K	0.09%	54
2024 Q4	$268K	Buy	+2,667	New	+$269K	0.09%	51
2023 Q3	–	Sell	-2,387	Closed	-$233K	–	61
2023 Q2	$233K	Buy	2,387 +20	+0.8%	+$1.97K	0.1%	50
2023 Q1	$235K	Sell	2,367 -123,808	-98%	-$12.1M	0.1%	52
2022 Q4	$12.2M	Buy	+126,175	New	+$12.3M	8.17%	5

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

Regimen Wealth's STIP Position: Q1 2026 in Review

Regimen Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 3,066 shares — an estimated $314K sold.

Regimen Wealth first reported a position in STIP in Q4 2022 and held it in 8 quarters. The position peaked at $12.2M in Q4 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Regimen Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Regimen Wealth sold 3,066 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $314K.
Regimen Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 8 quarters.
Regimen Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $12.2M in Q4 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Regimen Wealth's 13F filing for Q1 2026, filed 7 May 2026.