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Satovsky Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Satovsky Asset Management’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 		$301K Hold
2,907
– – 0.05% 54
2025
Q4 		$298K Buy
2,907
+38
+1% +$3.91K 0.06% 50
2025
Q3 		$297K Buy
2,869
+31
+1% +$3.2K 0.06% 47
2025
Q2 		$292K Buy
2,838
+43
+2% +$4.41K 0.06% 45
2025
Q1 		$289K Buy
2,795
+4
+0.1% +$408 0.06% 40
2024
Q4 		$281K Buy
2,791
+18
+0.6% +$1.81K 0.06% 36
2024
Q3 		$281K Buy
2,773
+30
+1% +$3K 0.06% 36
2024
Q2 		$273K Buy
2,743
+38
+1% +$3.77K 0.07% 33
2024
Q1 		$269K Sell
2,705
-45
-2% -$4.45K 0.08% 34
2023
Q4 		$271K Buy
2,750
+66
+2% +$6.43K 0.08% 35
2023
Q3 		$260K Buy
2,684
+28
+1% +$2.72K 0.09% 32
2023
Q2 		$259K Buy
2,656
+27
+1% +$2.66K 0.09% 36
2023
Q1 		$261K Buy
+2,629
New +$257K 0.1% 31
2022
Q4 		– Hold
0
– – – 33

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

Satovsky Asset Management's STIP Position: Q1 2026 in Review

Satovsky Asset Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 2,907 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #54.

Satovsky Asset Management first reported a position in STIP in Q1 2023 and has held it in 13 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Satovsky Asset Management held 2,907 shares of iShares 0-5 Year TIPS Bond ETF worth $301K as of Q1 2026.
  • Satovsky Asset Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Satovsky Asset Management's portfolio in Q1 2026, its #54 holding.
  • Satovsky Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.