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Roundview Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Roundview Capital’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 		$2.1M Buy
20,334
+116
+0.6% +$11.9K 0.13% 149
2025
Q4 		$2.07M Buy
20,218
+1,234
+7% +$127K 0.13% 150
2025
Q3 		$1.96M Buy
18,984
+477
+3% +$49.2K 0.12% 150
2025
Q2 		$1.9M Buy
18,507
+2,819
+18% +$289K 0.13% 150
2025
Q1 		$1.62M Hold
15,688
– – 0.12% 159
2024
Q4 		$1.58M Sell
15,688
-449
-3% -$45.3K 0.11% 166
2024
Q3 		$1.64M Buy
16,137
+55
+0.3% +$5.51K 0.12% 161
2024
Q2 		$1.6M Sell
16,082
-126
-0.8% -$12.5K 0.13% 152
2024
Q1 		$1.61M Sell
16,208
-385
-2% -$38K 0.13% 152
2023
Q4 		$1.64M Sell
16,593
-696
-4% -$67.8K 0.15% 141
2023
Q3 		$1.68M Sell
17,289
-3,284
-16% -$319K 0.17% 129
2023
Q2 		$2.01M Sell
20,573
-875
-4% -$86.1K 0.2% 118
2023
Q1 		$2.13M Buy
21,448
+411
+2% +$40.2K 0.22% 114
2022
Q4 		$2.04M Buy
21,037
+2,094
+11% +$203K 0.23% 110
2022
Q3 		$1.82M Buy
+18,943
New +$1.9M 0.23% 112

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

Roundview Capital's STIP Position: Q1 2026 in Review

Roundview Capital increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.57% in Q1 2026, buying an estimated $11.9K and bringing the position to 20,334 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #149.

Roundview Capital first reported a position in STIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.13M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Roundview Capital held 20,334 shares of iShares 0-5 Year TIPS Bond ETF worth $2.1M as of Q1 2026.
  • Roundview Capital bought 116 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $11.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of Roundview Capital's portfolio in Q1 2026, its #149 holding.
  • Roundview Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Roundview Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $2.13M in Q1 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.