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TD Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

TD Capital 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 		$110K Hold
1,059
– – 0.01% 176
2025
Q4 		$108K Buy
1,059
+14
+1% +$1.44K 0.01% 170
2025
Q3 		$108K Buy
1,045
+11
+1% +$1.14K 0.01% 164
2025
Q2 		$106K Buy
1,034
+16
+2% +$1.64K 0.01% 161
2025
Q1 		$105K Buy
1,018
+1
+0.1% +$102 0.01% 152
2024
Q4 		$102K Buy
1,017
+7
+0.7% +$706 0.01% 153
2024
Q3 		$102K Sell
1,010
-2,708
-73% -$271K 0.01% 152
2024
Q2 		$370K Sell
3,718
-137
-4% -$13.6K 0.04% 77
2024
Q1 		$383K Hold
3,855
– – 0.04% 73
2023
Q4 		$380K Buy
3,855
+29
+0.8% +$2.83K 0.04% 73
2023
Q3 		$371K Buy
3,826
+38
+1% +$3.69K 0.05% 72
2023
Q2 		$370K Buy
3,788
+36
+1% +$3.54K 0.04% 72
2023
Q1 		$372K Hold
3,752
– – 0.05% 66
2022
Q4 		$364K Sell
3,752
-1,263
-25% -$123K 0.05% 64
2022
Q3 		$482K Sell
5,015
-3,785
-43% -$379K 0.07% 59
2022
Q2 		$893K Sell
8,800
-3,500
-28% -$361K 0.12% 42
2022
Q1 		$1.29M Buy
12,300
+47
+0.4% +$4.95K 0.15% 39
2021
Q4 		$1.3M Buy
12,253
+330
+3% +$35K 0.15% 38
2021
Q3 		$1.26M Sell
11,923
-861
-7% -$91.3K 0.15% 37
2021
Q2 		$1.36M Buy
12,784
+5,416
+74% +$575K 0.17% 36
2021
Q1 		$779K Buy
7,368
+2,791
+61% +$294K 0.1% 42
2020
Q4 		$478K Buy
4,577
+2,430
+113% +$252K 0.07% 42
2020
Q3 		$223K Buy
2,147
+1,055
+97% +$109K 0.03% 51
2020
Q2 		$112K Buy
+1,092
New +$111K 0.02% 69
2015
Q2 		– Sell
-4,319
Closed -$429K – 165
2015
Q1 		$429K Sell
4,319
-13,032
-75% -$1.29M 0.1% 45
2014
Q4 		$1.72M Buy
+17,351
New +$1.74M 0.39% 34

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

TD Capital Management's STIP Position: Q1 2026 in Review

TD Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 1,059 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #176.

TD Capital Management first reported a position in STIP in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2014. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • TD Capital Management held 1,059 shares of iShares 0-5 Year TIPS Bond ETF worth $110K as of Q1 2026.
  • TD Capital Management 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 TD Capital Management's portfolio in Q1 2026, its #176 holding.
  • TD Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and has held it in 26 quarters since.
  • TD Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.72M in Q4 2014.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.