SignatureFD’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

SignatureFD’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	$818	Buy	8 +1	+14%	+$103	﹤0.01%	3250
2025 Q4	$756	Buy	7 +1	+17%	+$103	﹤0.01%	3161
2025 Q3	$638	Buy	+6	New	+$619	﹤0.01%	3153
2024 Q3	–	Sell	-25	Closed	-$2.49K	–	3315
2024 Q2	$2.49K	Sell	25 -3,093	-99%	-$307K	﹤0.01%	2704
2024 Q1	$310K	Buy	3,118 +3,113	+62,260%	+$308K	0.01%	669
2023 Q4	$534	Buy	5 +1	+25%	+$97	﹤0.01%	2966
2023 Q3	$427	Hold	4	–	–	﹤0.01%	3036
2023 Q2	$359	Buy	4 +1	+33%	+$98	﹤0.01%	3099
2023 Q1	$275	Hold	3	–	–	﹤0.01%	3159
2022 Q4	$264	Buy	3 +1	+50%	+$97	﹤0.01%	3172
2022 Q3	$0	Buy	+2	New	+$200	﹤0.01%	3346
2019 Q1	–	Sell	-101	Closed	-$10K	–	2053
2018 Q4	$10K	Buy	+101	New	+$9.91K	﹤0.01%	1363

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

SignatureFD's STIP Position: Q1 2026 in Review

SignatureFD increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q1 2026, buying an estimated $103 and bringing the position to 8 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

SignatureFD first reported a position in STIP in Q4 2018 and has held it in 12 quarters since. The position peaked at $310K in Q1 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

SignatureFD held 8 shares of iShares 0-5 Year TIPS Bond ETF worth $818 as of Q1 2026.
SignatureFD bought 1 iShares 0-5 Year TIPS Bond ETF share in Q1 2026, an estimated $103.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #3250 holding.
SignatureFD first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 12 quarters since.
SignatureFD's iShares 0-5 Year TIPS Bond ETF position peaked at $310K in Q1 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.