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SHP Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

SHP Wealth 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 		$1.55K Hold
15
– – ﹤0.01% 1350
2025
Q4 		$1.54K Buy
+15
New +$1.54K ﹤0.01% 1181

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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 26.23% 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

SHP Wealth Management's STIP Position: Q1 2026 in Review

SHP Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 15 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

SHP Wealth Management first reported a position in STIP in Q4 2025 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • SHP Wealth Management held 15 shares of iShares 0-5 Year TIPS Bond ETF worth $1.55K as of Q1 2026.
  • SHP Wealth 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 ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1350 holding.
  • SHP Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.