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Smartleaf Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Smartleaf Asset 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 		$3.93K Sell
38
-7
-16% -$721 ﹤0.01% 2768
2025
Q4 		$4.61K Sell
45
-1,093
-96% -$113K ﹤0.01% 2734
2025
Q3 		$118K Sell
1,138
-189
-14% -$19.5K 0.01% 974
2025
Q2 		$136K Buy
1,327
+933
+237% +$95.7K 0.01% 732
2025
Q1 		$40.7K Buy
394
+389
+7,780% +$39.6K ﹤0.01% 1256
2024
Q4 		$502 Buy
+5
New +$504 ﹤0.01% 2787

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

Smartleaf Asset Management's STIP Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q1 2026, selling an estimated $721 and leaving 38 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

Smartleaf Asset Management first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $136K in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Smartleaf Asset Management held 38 shares of iShares 0-5 Year TIPS Bond ETF worth $3.93K as of Q1 2026.
  • Smartleaf Asset Management sold 7 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $721.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2768 holding.
  • Smartleaf Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Smartleaf Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $136K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.