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

Stratos 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 		$507K Sell
4,906
-3,194
-39% -$329K 0.01% 1058
2025
Q4 		$829K Sell
8,100
-1,533
-16% -$158K 0.01% 841
2025
Q3 		$996K Buy
9,633
+2,244
+30% +$231K 0.01% 753
2025
Q2 		$760K Buy
7,389
+254
+4% +$26.1K 0.01% 789
2025
Q1 		$738K Buy
7,135
+5,085
+248% +$518K 0.01% 757
2024
Q4 		$206K Sell
2,050
-33
-2% -$3.33K ﹤0.01% 1335
2024
Q3 		$211K Sell
2,083
-891
-30% -$89.2K ﹤0.01% 1314
2024
Q2 		$296K Sell
2,974
-705
-19% -$69.9K ﹤0.01% 1090
2024
Q1 		$366K Sell
3,679
-503
-12% -$49.7K 0.01% 1012
2023
Q4 		$412K Sell
4,182
-21,309
-84% -$2.08M 0.01% 944
2023
Q3 		$2.47M Sell
25,491
-868
-3% -$84.3K 0.05% 334
2023
Q2 		$2.57M Buy
26,359
+3,644
+16% +$358K 0.06% 297
2023
Q1 		$2.25M Sell
22,715
-12,700
-36% -$1.24M 0.06% 288
2022
Q4 		$3.43M Sell
35,415
-9,506
-21% -$924K 0.09% 233
2022
Q3 		$4.32M Buy
44,921
+3,197
+8% +$320K 0.12% 172
2022
Q2 		$4.23M Buy
41,724
+16,256
+64% +$1.68M 0.11% 187
2022
Q1 		$2.67M Buy
25,468
+23,397
+1,130% +$2.46M 0.06% 299
2021
Q4 		$219K Buy
+2,071
New +$219K ﹤0.01% 1135
2019
Q3 		– Sell
-5,430
Closed -$546K – 995
2019
Q2 		$546K Sell
5,430
-534
-9% -$53.4K 0.02% 534
2019
Q1 		$594K Sell
5,964
-366
-6% -$36.2K 0.03% 504
2018
Q4 		$620K Sell
6,330
-1,025
-14% -$101K 0.03% 450
2018
Q3 		$727K Buy
7,355
+1,443
+24% +$143K 0.03% 414
2018
Q2 		$589K Hold
5,912
– – 0.03% 520
2018
Q1 		$592K Buy
+5,912
New +$590K 0.02% 496

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 Wealth Partners's STIP Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 39% in Q1 2026, selling an estimated $329K and leaving 4,906 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #1058.

Stratos Wealth Partners first reported a position in STIP in Q1 2018 and has held it in 24 quarters since. The position peaked at $4.32M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Stratos Wealth Partners held 4,906 shares of iShares 0-5 Year TIPS Bond ETF worth $507K as of Q1 2026.
  • Stratos Wealth Partners sold 3,194 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $329K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1058 holding.
  • Stratos Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 24 quarters since.
  • Stratos Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $4.32M in Q3 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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