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

Scarborough Advisors’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	$41.8K	Sell	404 -990	-71%	-$102K	﹤0.01%	255
2025 Q4	$143K	Sell	1,394 -3,910	-74%	-$402K	0.02%	101
2025 Q3	$548K	Buy	5,304 +764	+17%	+$78.8K	0.1%	61
2025 Q2	$467K	Buy	+4,540	New	+$466K	0.09%	58
2024 Q3	–	Sell	-517	Closed	-$51.5K	–	399
2024 Q2	$51.5K	Sell	517 -121	-19%	-$12K	0.02%	96
2024 Q1	$63.4K	Buy	638 +59	+10%	+$5.83K	0.03%	85
2023 Q4	$57K	Buy	+579	New	+$56.4K	0.01%	158

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

Scarborough Advisors's STIP Position: Q1 2026 in Review

Scarborough Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 71% in Q1 2026, selling an estimated $102K and leaving 404 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Scarborough Advisors first reported a position in STIP in Q4 2023 and has held it in 7 quarters since. The position peaked at $548K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Scarborough Advisors held 404 shares of iShares 0-5 Year TIPS Bond ETF worth $41.8K as of Q1 2026.
Scarborough Advisors sold 990 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $102K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Scarborough Advisors's portfolio in Q1 2026, its #255 holding.
Scarborough Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 7 quarters since.
Scarborough Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $548K in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.