Ted Buchan & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ted Buchan & Co’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	$220K	Sell	2,129 -3,246	-60%	-$334K	0.08%	84
2025 Q4	$550K	Buy	5,375 +3,414	+174%	+$351K	0.2%	62
2025 Q3	$203K	Sell	1,961 -3,629	-65%	-$374K	0.08%	82
2025 Q2	$575K	Sell	5,590 -49	-0.9%	-$5.03K	0.23%	65
2025 Q1	$583K	Hold	5,639	–	–	0.28%	57
2024 Q4	$567K	Hold	5,639	–	–	0.27%	57
2024 Q3	$571K	Sell	5,639 -1,927	-25%	-$193K	0.27%	56
2024 Q2	$753K	Sell	7,566 -1,683	-18%	-$167K	0.4%	44
2024 Q1	$920K	Sell	9,249 -2,169	-19%	-$214K	0.56%	38
2023 Q4	$1.13M	Buy	11,418 +3,047	+36%	+$297K	0.82%	26
2023 Q3	$811K	Sell	8,371 -450	-5%	-$43.7K	0.65%	36
2023 Q2	$861K	Sell	8,821 -5,317	-38%	-$523K	0.66%	37
2023 Q1	$1.4M	Sell	14,138 -10,865	-43%	-$1.06M	1.17%	19
2022 Q4	$2.42M	Buy	+25,003	New	+$2.43M	2.24%	11

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

Ted Buchan & Co's STIP Position: Q1 2026 in Review

Ted Buchan & Co reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 60% in Q1 2026, selling an estimated $334K and leaving 2,129 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #84.

Ted Buchan & Co first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.42M in Q4 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Ted Buchan & Co held 2,129 shares of iShares 0-5 Year TIPS Bond ETF worth $220K as of Q1 2026.
Ted Buchan & Co sold 3,246 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $334K.
iShares 0-5 Year TIPS Bond ETF made up 0.08% of Ted Buchan & Co's portfolio in Q1 2026, its #84 holding.
Ted Buchan & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Ted Buchan & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $2.42M in Q4 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.