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Root Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Root Financial 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 		$15.9K Buy
154
+9
+6% +$927 ﹤0.01% 1447
2025
Q4 		$14.9K Sell
145
-25
-15% -$2.57K ﹤0.01% 1321
2025
Q3 		$17.6K Buy
+170
New +$17.5K ﹤0.01% 1182

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

Root Financial Partners's STIP Position: Q1 2026 in Review

Root Financial Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.2% in Q1 2026, buying an estimated $927 and bringing the position to 154 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Root Financial Partners first reported a position in STIP in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.6K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Root Financial Partners held 154 shares of iShares 0-5 Year TIPS Bond ETF worth $15.9K as of Q1 2026.
  • Root Financial Partners bought 9 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $927.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1447 holding.
  • Root Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $17.6K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.