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

Seneca Financial 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 		$25.7M Buy
248,663
+14,278
+6% +$1.47M 7.54% 3
2025
Q4 		$24M Buy
234,385
+33,898
+17% +$3.49M 7.3% 3
2025
Q3 		$20.7M Buy
200,487
+97,486
+95% +$10.1M 6.77% 4
2025
Q2 		$10.6M Buy
+103,001
New +$10.6M 4.09% 9

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

Seneca Financial Advisors's STIP Position: Q1 2026 in Review

Seneca Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.1% in Q1 2026, buying an estimated $1.47M and bringing the position to 248,663 shares worth $25.7M. The position accounts for 7.54% of the portfolio, ranked #3.

Seneca Financial Advisors first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Seneca Financial Advisors held 248,663 shares of iShares 0-5 Year TIPS Bond ETF worth $25.7M as of Q1 2026.
  • Seneca Financial Advisors bought 14,278 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.47M.
  • iShares 0-5 Year TIPS Bond ETF made up 7.54% of Seneca Financial Advisors's portfolio in Q1 2026, its #3 holding.
  • Seneca Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.