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 Q3	$698	Sell	7 -31	-82%	-$3.12K	﹤0.01%	3275
2026 Q2	$3.88K	Hold	38	–	–	﹤0.01%	2765
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

M. Kulyk & Associates Decatur, Georgia $599M AUM 17.11% 1-Year Est. Return

Smartleaf Asset Management's STIP Position: Q3 2026 in Review

Smartleaf Asset Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 82% in Q3 2026, selling an estimated $3.12K and leaving 7 shares worth $698. The position accounts for ﹤0.01% of the portfolio, ranked #3275.

Smartleaf Asset Management first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $136K in Q2 2025. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Smartleaf Asset Management held 7 shares of iShares 0-5 Year TIPS Bond ETF worth $698 as of Q3 2026.
Smartleaf Asset Management sold 31 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $3.12K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3275 holding.
Smartleaf Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $136K in Q2 2025.
587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.