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Steward Partners Investment Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Steward Partners Investment Advisory’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 		$2.54M Sell
24,589
-1,161
-5% -$120K 0.01% 765
2025
Q4 		$2.64M Sell
25,750
-10,041
-28% -$1.03M 0.01% 674
2025
Q3 		$3.7M Buy
35,791
+2,091
+6% +$216K 0.02% 560
2025
Q2 		$3.47M Buy
33,700
+10,093
+43% +$1.04M 0.03% 531
2025
Q1 		$2.44M Sell
23,607
-674
-3% -$68.7K 0.02% 600
2024
Q4 		$2.44M Sell
24,281
-9,693
-29% -$977K 0.02% 572
2024
Q3 		$3.44M Sell
33,974
-746
-2% -$74.7K 0.03% 473
2024
Q2 		$3.45M Buy
34,720
+9,656
+39% +$958K 0.04% 432
2024
Q1 		$2.49M Buy
25,064
+8,924
+55% +$882K 0.03% 509
2023
Q4 		$1.59M Buy
16,140
+2,459
+18% +$240K 0.02% 571
2023
Q3 		$1.33M Sell
13,681
-6,496
-32% -$631K 0.02% 578
2023
Q2 		$1.97M Sell
20,177
-34,205
-63% -$3.36M 0.03% 484
2023
Q1 		$5.4M Sell
54,382
-205,184
-79% -$20.1M 0.09% 238
2022
Q4 		$25.2M Sell
259,566
-10,291
-4% -$1,000K 0.43% 46
2022
Q3 		$25.9M Sell
269,857
-854
-0.3% -$85.5K 0.48% 39
2022
Q2 		$27.5M Buy
270,711
+15,980
+6% +$1.65M 0.5% 36
2022
Q1 		$26.7M Buy
254,731
+143,288
+129% +$15.1M 0.41% 47
2021
Q4 		$11.8M Buy
111,443
+2,087
+2% +$221K 0.18% 132
2021
Q3 		$11.6M Buy
109,356
+51,166
+88% +$5.43M 0.2% 123
2021
Q2 		$6.19M Buy
58,190
+57,811
+15,254% +$6.14M 0.1% 206
2021
Q1 		$40.1K Buy
379
+370
+4,111% +$38.9K ﹤0.01% 2100
2020
Q4 		$1K Hold
9
– – ﹤0.01% 2812
2020
Q3 		$1K Hold
9
– – ﹤0.01% 2687
2020
Q2 		$1K Hold
9
– – ﹤0.01% 2610
2020
Q1 		$0 Hold
9
– – ﹤0.01% 2691
2019
Q4 		$0 Sell
9
-14
-61% -$1.4K ﹤0.01% 2739
2019
Q3 		$2K Hold
23
– – ﹤0.01% 2453
2019
Q2 		$2K Buy
+23
New +$2.3K ﹤0.01% 2461
2018
Q4 		– Sell
-395
Closed -$39K – 1980
2018
Q3 		$39K Sell
395
-284
-42% -$28.1K ﹤0.01% 1296
2018
Q2 		$68K Buy
+679
New +$67.6K ﹤0.01% 983
2018
Q1 		– Sell
-196
Closed -$19K – 2324
2017
Q4 		$19K Buy
+196
New +$19.6K ﹤0.01% 1137

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

Steward Partners Investment Advisory's STIP Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.5% in Q1 2026, selling an estimated $120K and leaving 24,589 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #765.

Steward Partners Investment Advisory first reported a position in STIP in Q4 2017 and has held it in 31 quarters since. The position peaked at $27.5M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Steward Partners Investment Advisory held 24,589 shares of iShares 0-5 Year TIPS Bond ETF worth $2.54M as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,161 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $120K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #765 holding.
  • Steward Partners Investment Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $27.5M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.