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

Stratos 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 		$531K Sell
5,137
-5
-0.1% -$515 0.02% 246
2025
Q4 		$526K Sell
5,142
-82
-2% -$8.44K 0.02% 234
2025
Q3 		$540K Buy
5,224
+121
+2% +$12.5K 0.02% 236
2025
Q2 		$525K Buy
5,103
+332
+7% +$34.1K 0.02% 248
2025
Q1 		$494K Buy
4,771
+210
+5% +$21.4K 0.03% 209
2024
Q4 		$459K Buy
+4,561
New +$460K 0.03% 182

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

Stratos Investment Management's STIP Position: Q1 2026 in Review

Stratos Investment Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.1% in Q1 2026, selling an estimated $515 and leaving 5,137 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #246.

Stratos Investment Management first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $540K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Stratos Investment Management held 5,137 shares of iShares 0-5 Year TIPS Bond ETF worth $531K as of Q1 2026.
  • Stratos Investment Management sold 5 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $515.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Stratos Investment Management's portfolio in Q1 2026, its #246 holding.
  • Stratos Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Stratos Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $540K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.