Savvy Advisors Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Savvy Advisors Inc’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	$986K	Buy	9,530 +390	+4%	+$40.2K	0.03%	435
2025 Q4	$936K	Buy	9,140 +1,085	+13%	+$112K	0.03%	378
2025 Q3	$833K	Buy	8,055 +1,722	+27%	+$178K	0.04%	305
2025 Q2	$652K	Buy	6,333 +515	+9%	+$52.8K	0.04%	298
2025 Q1	$602K	Buy	5,818 +173	+3%	+$17.6K	0.06%	255
2024 Q4	$568K	Buy	5,645 +228	+4%	+$23K	0.07%	230
2024 Q3	$549K	Sell	5,417 -109	-2%	-$10.9K	0.11%	172
2024 Q2	$550K	Sell	5,526 -8,195	-60%	-$813K	0.18%	130
2024 Q1	$1.36M	Sell	13,721 -5,080	-27%	-$502K	0.79%	26
2023 Q4	$1.85M	Buy	+18,801	New	+$1.83M	1.8%	8

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

Savvy Advisors Inc's STIP Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.3% in Q1 2026, buying an estimated $40.2K and bringing the position to 9,530 shares worth $986K. The position accounts for 0.03% of the portfolio, ranked #435.

Savvy Advisors Inc first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.85M in Q4 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Savvy Advisors Inc held 9,530 shares of iShares 0-5 Year TIPS Bond ETF worth $986K as of Q1 2026.
Savvy Advisors Inc bought 390 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $40.2K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #435 holding.
Savvy Advisors Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Savvy Advisors Inc's iShares 0-5 Year TIPS Bond ETF position peaked at $1.85M in Q4 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.