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

Symmetry 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 		$210K Hold
2,032
– – 0.01% 195
2025
Q4 		$208K Hold
2,032
– – 0.01% 191
2025
Q3 		$210K Hold
2,032
– – 0.02% 156
2025
Q2 		$209K Hold
2,032
– – 0.03% 139
2025
Q1 		$210K Hold
2,032
– – 0.03% 127
2024
Q4 		$204K Buy
+2,032
New +$205K 0.03% 125

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

Symmetry Partners's STIP Position: Q1 2026 in Review

Symmetry Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 2,032 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #195.

Symmetry Partners first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $210K in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Symmetry Partners held 2,032 shares of iShares 0-5 Year TIPS Bond ETF worth $210K as of Q1 2026.
  • Symmetry Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Symmetry Partners's portfolio in Q1 2026, its #195 holding.
  • Symmetry Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Symmetry Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $210K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.