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Ridgewood Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ridgewood Investments’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 		$1.47M Buy
+14,190
New +$1.46M 0.6% 50
2025
Q3 		$1.29M Buy
12,493
+5,118
+69% +$528K 0.54% 60
2025
Q2 		$759K Buy
7,375
+5,833
+378% +$598K 0.33% 84
2025
Q1 		$160K Buy
1,542
+724
+89% +$73.8K 0.07% 200
2024
Q4 		$82.3K Buy
818
+203
+33% +$20.5K 0.04% 255
2024
Q3 		$62.3K Buy
615
+269
+78% +$26.9K 0.03% 286
2024
Q2 		$34.4K Buy
+346
New +$34.3K 0.02% 373
2023
Q3 		– Sell
-6,232
Closed -$608K – 677
2023
Q2 		$608K Sell
6,232
-200
-3% -$19.7K 0.35% 88
2023
Q1 		$638K Buy
6,432
+938
+17% +$91.7K 0.39% 74
2022
Q4 		$533K Buy
+5,494
New +$534K 0.38% 90

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

Ridgewood Investments's STIP Position: Q1 2026 in Review

Ridgewood Investments opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 14,190 shares worth $1.47M. The stake represents 0.6% of the portfolio and ranks #50 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in STIP as recently as Q3 2025.

Ridgewood Investments first reported a position in STIP in Q4 2022 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Ridgewood Investments held 14,190 shares of iShares 0-5 Year TIPS Bond ETF worth $1.47M as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Ridgewood Investments position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.6% of Ridgewood Investments's portfolio in Q1 2026, its #50 holding.
  • Ridgewood Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.