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Sugar Maple Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sugar Maple Asset 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 		$8.23M Buy
79,596
+6,051
+8% +$623K 5% 7
2025
Q4 		$7.53M Buy
73,545
+3,762
+5% +$387K 5.06% 7
2025
Q3 		$7.21M Buy
69,783
+4,987
+8% +$514K 5.16% 6
2025
Q2 		$6.67M Buy
64,796
+17
+0% +$1.74K 5.2% 6
2025
Q1 		$6.7M Buy
64,779
+4,765
+8% +$486K 5.28% 6
2024
Q4 		$6.04M Buy
+60,014
New +$6.05M 4.59% 7

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

Sugar Maple Asset Management's STIP Position: Q1 2026 in Review

Sugar Maple Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.2% in Q1 2026, buying an estimated $623K and bringing the position to 79,596 shares worth $8.23M. The position accounts for 5% of the portfolio, ranked #7.

Sugar Maple Asset Management first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Sugar Maple Asset Management held 79,596 shares of iShares 0-5 Year TIPS Bond ETF worth $8.23M as of Q1 2026.
  • Sugar Maple Asset Management bought 6,051 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $623K.
  • iShares 0-5 Year TIPS Bond ETF made up 5% of Sugar Maple Asset Management's portfolio in Q1 2026, its #7 holding.
  • Sugar Maple Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.