Straight Path Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Straight Path Wealth 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	$6.91M	Buy	66,761 +6,586	+11%	+$678K	1.84%	13
2025 Q4	$6.16M	Buy	60,175 +2,671	+5%	+$275K	1.66%	13
2025 Q3	$5.94M	Buy	57,504 +5,679	+11%	+$586K	1.6%	13
2025 Q2	$5.33M	Buy	51,825 +3,130	+6%	+$321K	1.81%	12
2025 Q1	$5.04M	Buy	+48,695	New	+$4.96M	2.04%	12

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Straight Path Wealth Management's STIP Position: Q1 2026 in Review

Straight Path Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q1 2026, buying an estimated $678K and bringing the position to 66,761 shares worth $6.91M. The position accounts for 1.84% of the portfolio, ranked #13.

Straight Path Wealth Management first reported a position in STIP in Q1 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Straight Path Wealth Management held 66,761 shares of iShares 0-5 Year TIPS Bond ETF worth $6.91M as of Q1 2026.
Straight Path Wealth Management bought 6,586 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $678K.
iShares 0-5 Year TIPS Bond ETF made up 1.84% of Straight Path Wealth Management's portfolio in Q1 2026, its #13 holding.
Straight Path Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.