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Signet Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Signet Financial 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 		$4.75M Sell
45,890
-1,712
-4% -$176K 0.53% 57
2025
Q4 		$4.87M Sell
47,602
-3,068
-6% -$316K 0.54% 58
2025
Q3 		$5.24M Sell
50,670
-571
-1% -$58.9K 0.61% 48
2025
Q2 		$5.27M Buy
51,241
+820
+2% +$84.1K 0.66% 43
2025
Q1 		$5.22M Sell
50,421
-3,713
-7% -$378K 0.7% 35
2024
Q4 		$5.45M Sell
54,134
-2,632
-5% -$265K 0.7% 37
2024
Q3 		$5.75M Sell
56,766
-2,192
-4% -$220K 0.73% 33
2024
Q2 		$5.87M Sell
58,958
-4,955
-8% -$492K 0.79% 31
2024
Q1 		$6.35M Sell
63,913
-1,558
-2% -$154K 0.87% 29
2023
Q4 		$6.45M Sell
65,471
-1,432
-2% -$140K 0.97% 23
2023
Q3 		$6.48M Sell
66,903
-1,210
-2% -$118K 1.07% 17
2023
Q2 		$6.65M Sell
68,113
-2,049
-3% -$202K 1.05% 16
2023
Q1 		$6.96M Sell
70,162
-34,184
-33% -$3.34M 1.17% 13
2022
Q4 		$10.1M Buy
104,346
+96,888
+1,299% +$9.41M 1.81% 8
2022
Q3 		$717K Buy
7,458
+1,616
+28% +$162K 0.14% 144
2022
Q2 		$593K Buy
5,842
+3,166
+118% +$327K 0.11% 155
2022
Q1 		$281K Buy
2,676
+417
+18% +$43.9K 0.05% 218
2021
Q4 		$239K Buy
+2,259
New +$239K 0.04% 232

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

Signet Financial Management's STIP Position: Q1 2026 in Review

Signet Financial Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.6% in Q1 2026, selling an estimated $176K and leaving 45,890 shares worth $4.75M. The position accounts for 0.53% of the portfolio, ranked #57.

Signet Financial Management first reported a position in STIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q4 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Signet Financial Management held 45,890 shares of iShares 0-5 Year TIPS Bond ETF worth $4.75M as of Q1 2026.
  • Signet Financial Management sold 1,712 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $176K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.53% of Signet Financial Management's portfolio in Q1 2026, its #57 holding.
  • Signet Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Signet Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $10.1M in Q4 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.