Sunbelt Securities’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sunbelt Securities’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	$12.2K	Sell	118 -23	-16%	-$2.37K	﹤0.01%	1446
2025 Q4	$14.4K	Hold	141	–	–	﹤0.01%	1343
2025 Q3	$14.6K	Sell	141 -53	-27%	-$5.47K	﹤0.01%	1349
2025 Q2	$19.5K	Buy	194 +53	+38%	+$5.44K	﹤0.01%	1180
2025 Q1	$14.6K	Sell	141 -53	-27%	-$5.4K	﹤0.01%	1186
2024 Q4	$19.5K	Hold	194	–	–	﹤0.01%	1177
2024 Q3	$19.7K	Hold	194	–	–	﹤0.01%	1174
2024 Q2	$19.3K	Sell	194 -45	-19%	-$4.46K	﹤0.01%	1139
2024 Q1	$23.8K	Buy	239 +45	+23%	+$4.45K	﹤0.01%	1052
2023 Q4	$19.1K	Buy	194 +119	+159%	+$11.6K	﹤0.01%	1043
2023 Q3	$7.27K	Buy	75 +21	+39%	+$2.04K	﹤0.01%	1232
2023 Q2	$5.27K	Hold	54	–	–	﹤0.01%	1315
2023 Q1	$5.34K	Buy	+54	New	+$5.28K	﹤0.01%	1283

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

Sunbelt Securities's STIP Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q1 2026, selling an estimated $2.37K and leaving 118 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Sunbelt Securities first reported a position in STIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $23.8K in Q1 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Sunbelt Securities held 118 shares of iShares 0-5 Year TIPS Bond ETF worth $12.2K as of Q1 2026.
Sunbelt Securities sold 23 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.37K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1446 holding.
Sunbelt Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $23.8K in Q1 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.