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Stone Summit Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stone Summit Wealth’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 		$4.86M Buy
46,974
+1,105
+2% +$114K 1.35% 19
2025
Q4 		$4.7M Buy
45,869
+2,214
+5% +$228K 1.27% 24
2025
Q3 		$4.51M Buy
43,655
+3,438
+9% +$355K 1.28% 24
2025
Q2 		$4.14M Buy
40,217
+7,586
+23% +$778K 1.28% 22
2025
Q1 		$3.38M Buy
32,631
+5,711
+21% +$582K 1.14% 29
2024
Q4 		$2.71M Buy
26,920
+3,065
+13% +$309K 0.91% 35
2024
Q3 		$2.42M Buy
23,855
+1,814
+8% +$182K 0.78% 41
2024
Q2 		$2.19M Buy
22,041
+1,140
+5% +$113K 0.79% 41
2024
Q1 		$2.08M Buy
20,901
+3,440
+20% +$340K 0.72% 48
2023
Q4 		$1.72M Sell
17,461
-1,245
-7% -$121K 0.66% 54
2023
Q3 		$1.81M Sell
18,706
-588
-3% -$57.1K 0.78% 44
2023
Q2 		$1.88M Sell
19,294
-269
-1% -$26.5K 0.78% 44
2023
Q1 		$1.94M Buy
19,563
+346
+2% +$33.8K 0.86% 41
2022
Q4 		$1.86M Sell
19,217
-8,834
-31% -$858K 0.91% 38
2022
Q3 		$2.7M Sell
28,051
-3,690
-12% -$370K 1.66% 14
2022
Q2 		$3.22M Sell
31,741
-839
-3% -$86.6K 1.92% 10
2022
Q1 		$3.39M Buy
32,580
+12,771
+64% +$1.34M 1.9% 12
2021
Q4 		$2.1M Buy
+19,809
New +$2.1M 1.7% 18

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 Summit Wealth's STIP Position: Q1 2026 in Review

Stone Summit Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.4% in Q1 2026, buying an estimated $114K and bringing the position to 46,974 shares worth $4.86M. The position accounts for 1.35% of the portfolio, ranked #19.

Stone Summit Wealth first reported a position in STIP in Q4 2021 and has held it in 18 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Stone Summit Wealth held 46,974 shares of iShares 0-5 Year TIPS Bond ETF worth $4.86M as of Q1 2026.
  • Stone Summit Wealth bought 1,105 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $114K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.35% of Stone Summit Wealth's portfolio in Q1 2026, its #19 holding.
  • Stone Summit Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.