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Shared Vision Wealth Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Shared Vision Wealth Group’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 		– Sell
-3,246
Closed -$333K – 102
2025
Q4 		$333K Sell
3,246
-10,673
-77% -$1.1M 0.13% 76
2025
Q3 		$1.44M Buy
13,919
+3,719
+36% +$384K 0.61% 29
2025
Q2 		$1.05M Buy
+10,200
New +$1.05M 0.52% 31

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

Shared Vision Wealth Group's STIP Position: Q1 2026 in Review

Shared Vision Wealth Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 3,246 shares — an estimated $333K sold.

Shared Vision Wealth Group first reported a position in STIP in Q2 2025 and held it in 3 quarters. The position peaked at $1.44M in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Shared Vision Wealth Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Shared Vision Wealth Group sold 3,246 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $333K.
  • Shared Vision Wealth Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 3 quarters.
  • Shared Vision Wealth Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.44M in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.