SHIM
STIP icon

Stone House Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stone House Investment 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 		$119K Sell
1,147
-15
-1% -$1.54K 0.02% 107
2025
Q4 		$119K Sell
1,162
-7,318
-86% -$753K 0.02% 110
2025
Q3 		$876K Buy
8,480
+727
+9% +$75K 0.15% 38
2025
Q2 		$798K Buy
7,753
+7,235
+1,397% +$742K 0.15% 36
2025
Q1 		$53.6K Buy
+518
New +$52.8K 0.01% 141
2024
Q4 		– Sell
-508
Closed -$51.5K – 304
2024
Q3 		$51.5K Buy
508
+6
+1% +$601 0.01% 118
2024
Q2 		$50K Sell
502
-38
-7% -$3.77K 0.01% 123
2024
Q1 		$53.7K Hold
540
– – 0.01% 124
2023
Q4 		$53.2K Hold
540
– – 0.02% 84
2023
Q3 		$52.3K Sell
540
-56
-9% -$5.44K 0.02% 81
2023
Q2 		$58.2K Hold
596
– – 0.02% 78
2023
Q1 		$59.1K Buy
+596
New +$58.3K 0.02% 82
2022
Q3 		– Sell
-5,761
Closed -$584K – 45
2022
Q2 		$584K Buy
5,761
+2,117
+58% +$219K 0.26% 26
2022
Q1 		$382K Buy
+3,644
New +$384K 0.13% 33
2019
Q2 		– Sell
-2,058
Closed -$205K – 178
2019
Q1 		$205K Sell
2,058
-267
-11% -$26.4K 0.11% 46
2018
Q4 		$228K Sell
2,325
-86
-4% -$8.44K 0.14% 48
2018
Q3 		$238K Buy
2,411
+50
+2% +$4.95K 0.14% 48
2018
Q2 		$235K Sell
2,361
-109
-4% -$10.9K 0.15% 43
2018
Q1 		$247K Sell
2,470
-30,961
-93% -$3.09M 0.16% 39
2017
Q4 		$3.34M Buy
33,431
+1,605
+5% +$161K 2.26% 14
2017
Q3 		$3.19M Sell
31,826
-23,822
-43% -$2.39M 2.28% 15
2017
Q2 		$5.59M Buy
55,648
+1,398
+3% +$141K 4.01% 8
2017
Q1 		$5.5M Buy
54,250
+26,463
+95% +$2.67M 4.12% 8
2016
Q4 		$2.8M Buy
+27,787
New +$2.8M 2.35% 13

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

Stone House Investment Management's STIP Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q1 2026, selling an estimated $1.54K and leaving 1,147 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #107.

Stone House Investment Management first reported a position in STIP in Q4 2016 and has held it in 24 quarters since. The position peaked at $5.59M in Q2 2017. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Stone House Investment Management held 1,147 shares of iShares 0-5 Year TIPS Bond ETF worth $119K as of Q1 2026.
  • Stone House Investment Management sold 15 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.54K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #107 holding.
  • Stone House Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and has held it in 24 quarters since.
  • Stone House Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $5.59M in Q2 2017.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.