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

Signal Advisors Wealth’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	$2.15M	Buy	20,742 +2,796	+16%	+$288K	0.15%	132
2025 Q4	$1.84M	Buy	17,946 +2,200	+14%	+$226K	0.15%	131
2025 Q3	$1.63M	Sell	15,746 -21,443	-58%	-$2.21M	0.15%	130
2025 Q2	$3.83M	Buy	37,189 +7,857	+27%	+$806K	0.3%	90
2025 Q1	$3.03M	Buy	29,332 +11,588	+65%	+$1.18M	0.3%	84
2024 Q4	$1.79M	Buy	17,744 +10,464	+144%	+$1.05M	0.2%	118
2024 Q3	$738K	Buy	+7,280	New	+$729K	0.11%	203

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

Signal Advisors Wealth's STIP Position: Q1 2026 in Review

Signal Advisors Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q1 2026, buying an estimated $288K and bringing the position to 20,742 shares worth $2.15M. The position accounts for 0.15% of the portfolio, ranked #132.

Signal Advisors Wealth first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.83M in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Signal Advisors Wealth held 20,742 shares of iShares 0-5 Year TIPS Bond ETF worth $2.15M as of Q1 2026.
Signal Advisors Wealth bought 2,796 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $288K.
iShares 0-5 Year TIPS Bond ETF made up 0.15% of Signal Advisors Wealth's portfolio in Q1 2026, its #132 holding.
Signal Advisors Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
Signal Advisors Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.83M in Q2 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.