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

Tradewinds 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 		$283K Hold
2,735
– – 0.06% 84
2025
Q4 		$280K Hold
2,735
– – 0.06% 90
2025
Q3 		$283K Hold
2,735
– – 0.06% 88
2025
Q2 		$281K Hold
2,735
– – 0.07% 84
2025
Q1 		$283K Hold
2,735
– – 0.08% 80
2024
Q4 		$275K Hold
2,735
– – 0.07% 92
2024
Q3 		$277K Hold
2,735
– – 0.07% 71
2024
Q2 		$272K Hold
2,735
– – 0.08% 69
2024
Q1 		$272K Hold
2,735
– – 0.08% 65
2023
Q4 		$270K Sell
2,735
-2,265
-45% -$221K 0.11% 43
2023
Q3 		$485K Sell
5,000
-22,614
-82% -$2.2M 0.17% 33
2023
Q2 		$2.7M Hold
27,614
– – 0.84% 17
2023
Q1 		$2.74M Hold
27,614
– – 0.86% 14
2022
Q4 		$2.68M Hold
27,614
– – 1.25% 10
2022
Q3 		$2.65M Buy
+27,614
New +$2.77M 1.09% 13

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

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

Tradewinds Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 2,735 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #84.

Tradewinds Capital Management first reported a position in STIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.74M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Tradewinds Capital Management held 2,735 shares of iShares 0-5 Year TIPS Bond ETF worth $283K as of Q1 2026.
  • Tradewinds 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 0.06% of Tradewinds Capital Management's portfolio in Q1 2026, its #84 holding.
  • Tradewinds Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Tradewinds Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.74M in Q1 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.