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Summit Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Summit Financial’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 		$5.73M Buy
55,418
+48,047
+652% +$4.95M 0.07% 280
2025
Q4 		$755K Sell
7,371
-14
-0.2% -$1.44K 0.01% 758
2025
Q3 		$763K Buy
7,385
+1,402
+23% +$145K 0.01% 735
2025
Q2 		$616K Sell
5,983
-65
-1% -$6.67K 0.01% 526
2025
Q1 		$626K Buy
6,048
+873
+17% +$88.9K 0.02% 460
2024
Q4 		$521K Hold
5,175
– – 0.02% 445
2024
Q3 		$524K Buy
+5,175
New +$518K 0.02% 366

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

Summit Financial's STIP Position: Q1 2026 in Review

Summit Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 652% in Q1 2026, buying an estimated $4.95M and bringing the position to 55,418 shares worth $5.73M. The position accounts for 0.07% of the portfolio, ranked #280.

Summit Financial first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Summit Financial held 55,418 shares of iShares 0-5 Year TIPS Bond ETF worth $5.73M as of Q1 2026.
  • Summit Financial bought 48,047 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $4.95M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Summit Financial's portfolio in Q1 2026, its #280 holding.
  • Summit Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.