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Sigma Investment Counselors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sigma Investment Counselors’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 		$42.1M Buy
407,325
+6,862
+2% +$706K 2.23% 6
2025
Q4 		$41M Buy
400,463
+8,097
+2% +$834K 2.08% 7
2025
Q3 		$40.6M Buy
392,366
+4,535
+1% +$468K 2.1% 5
2025
Q2 		$39.9M Buy
387,831
+7,373
+2% +$756K 2.2% 5
2025
Q1 		$39.4M Buy
380,458
+6,031
+2% +$614K 2.41% 5
2024
Q4 		$37.7M Buy
374,427
+13,645
+4% +$1.38M 2.21% 6
2024
Q3 		$36.6M Buy
360,782
+4,255
+1% +$426K 2.14% 6
2024
Q2 		$35.5M Sell
356,527
-439
-0.1% -$43.6K 2.22% 6
2024
Q1 		$35.5M Buy
356,966
+5,982
+2% +$591K 2.29% 5
2023
Q4 		$34.6M Sell
350,984
-27,842
-7% -$2.71M 2.44% 6
2023
Q3 		$36.7M Sell
378,826
-9,504
-2% -$923K 2.77% 5
2023
Q2 		$37.9M Buy
388,330
+6,828
+2% +$672K 2.78% 5
2023
Q1 		$37.9M Buy
381,502
+1,430
+0.4% +$140K 2.94% 5
2022
Q4 		$36.9M Sell
380,072
-19,513
-5% -$1.9M 3.03% 5
2022
Q3 		$38.4M Buy
399,585
+8,617
+2% +$863K 3.27% 5
2022
Q2 		$39.7M Buy
390,968
+388,973
+19,497% +$40.2M 3.23% 5
2022
Q1 		$209K Hold
1,995
– – 0.02% 187
2021
Q4 		$211K Buy
+1,995
New +$211K 0.01% 188

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

Sigma Investment Counselors's STIP Position: Q1 2026 in Review

Sigma Investment Counselors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q1 2026, buying an estimated $706K and bringing the position to 407,325 shares worth $42.1M. The position accounts for 2.23% of the portfolio, ranked #6.

Sigma Investment Counselors first reported a position in STIP in Q4 2021 and has held it in 18 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Sigma Investment Counselors held 407,325 shares of iShares 0-5 Year TIPS Bond ETF worth $42.1M as of Q1 2026.
  • Sigma Investment Counselors bought 6,862 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $706K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.23% of Sigma Investment Counselors's portfolio in Q1 2026, its #6 holding.
  • Sigma Investment Counselors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.