Tennessee Valley Asset Management Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tennessee Valley Asset Management 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	$1.48M	Buy	14,279 +3,956	+38%	+$407K	0.2%	67
2025 Q4	$1.06M	Sell	10,323 -596	-5%	-$61.4K	0.14%	80
2025 Q3	$1.13M	Buy	+10,919	New	+$1.13M	0.15%	78
2025 Q2	–	Sell	-10,503	Closed	-$1.09M	–	159
2025 Q1	$1.09M	Buy	+10,503	New	+$1.07M	0.18%	68
2024 Q1	–	Sell	-300	Closed	-$29.6K	–	669
2023 Q4	$29.6K	Buy	+300	New	+$29.2K	﹤0.01%	294
2023 Q1	–	Sell	-5,532	Closed	-$536K	–	113
2022 Q4	$536K	Buy	+5,532	New	+$537K	0.19%	61

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

Tennessee Valley Asset Management Partners's STIP Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 38% in Q1 2026, buying an estimated $407K and bringing the position to 14,279 shares worth $1.48M. The position accounts for 0.2% of the portfolio, ranked #67.

Tennessee Valley Asset Management Partners first reported a position in STIP in Q4 2022 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Tennessee Valley Asset Management Partners held 14,279 shares of iShares 0-5 Year TIPS Bond ETF worth $1.48M as of Q1 2026.
Tennessee Valley Asset Management Partners bought 3,956 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $407K.
iShares 0-5 Year TIPS Bond ETF made up 0.2% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #67 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 6 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.