Strategic Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Strategic Wealth Partners’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	$167K	Hold	1,615	–	–	0.01%	325
2025 Q4	$165K	Sell	1,615 -2,285	-59%	-$235K	0.01%	338
2025 Q3	$403K	Buy	3,900 +87	+2%	+$8.97K	0.03%	251
2025 Q2	$392K	Buy	+3,813	New	+$391K	0.03%	242
2024 Q4	$388K	Sell	3,813 -1,071	-22%	-$108K	0.03%	232
2024 Q3	$495K	Sell	4,884 -62	-1%	-$6.21K	0.05%	208
2024 Q2	$492K	Hold	4,946	–	–	0.05%	195
2024 Q1	$492K	Sell	4,946 -498	-9%	-$49.2K	0.05%	196
2023 Q4	$537K	Buy	5,444 +615	+13%	+$59.9K	0.07%	177
2023 Q3	$468K	Sell	4,829 -387	-7%	-$37.6K	0.06%	204
2023 Q2	$509K	Sell	5,216 -715	-12%	-$70.3K	0.07%	200
2023 Q1	$589K	Sell	5,931 -1,520	-20%	-$149K	0.09%	159
2022 Q4	$722K	Sell	7,451 -2,448	-25%	-$238K	0.13%	145
2022 Q3	$951K	Buy	9,899 +1,041	+12%	+$104K	0.2%	126
2022 Q2	$898K	Buy	8,858 +4,157	+88%	+$429K	0.19%	123
2022 Q1	$493K	Buy	4,701 +719	+18%	+$75.7K	0.1%	178
2021 Q4	$422K	Hold	3,982	–	–	0.08%	212
2021 Q3	$421K	Buy	3,982 +804	+25%	+$85.3K	0.12%	185
2021 Q2	$338K	Sell	3,178 -537	-14%	-$57K	0.11%	188
2021 Q1	$393K	Sell	3,715 -51	-1%	-$5.37K	0.16%	139
2020 Q4	$393K	Sell	3,766 -505	-12%	-$52.4K	0.16%	130
2020 Q3	$444K	Sell	4,271 -2,524	-37%	-$261K	0.22%	105
2020 Q2	$696K	Sell	6,795 -35,986	-84%	-$3.65M	0.36%	76
2020 Q1	$4.31M	Hold	42,781	–	–	2.24%	9
2019 Q4	$4.31M	Sell	42,781 -14,057	-25%	-$1.41M	2.24%	9
2019 Q3	$529K	Buy	56,838 +6,171	+12%	+$618K	2.72%	4
2019 Q2	$5.1M	Buy	50,667 +2,134	+4%	+$214K	2.46%	5
2019 Q1	$4.83M	Buy	48,533 +13,885	+40%	+$1.37M	2.21%	7
2018 Q4	$3.57M	Buy	34,648 +2,644	+8%	+$260K	1.8%	11
2018 Q3	$3.16M	Buy	32,004 +5,226	+20%	+$517K	1.69%	13
2018 Q2	$2.67M	Buy	26,778 +8,707	+48%	+$867K	1.55%	10
2018 Q1	$1.81M	Buy	18,071 +16,838	+1,366%	+$1.68M	0.93%	28
2017 Q4	$125K	Buy	+1,233	New	+$124K	0.07%	163

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

Strategic Wealth Partners's STIP Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 1,615 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #325.

Strategic Wealth Partners first reported a position in STIP in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.1M in Q2 2019. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Strategic Wealth Partners held 1,615 shares of iShares 0-5 Year TIPS Bond ETF worth $167K as of Q1 2026.
Strategic Wealth Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #325 holding.
Strategic Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 33 quarters since.
Strategic Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $5.1M in Q2 2019.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.