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

Triad Wealth 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 		$447K Buy
4,324
+308
+8% +$31.7K 0.04% 296
2025
Q4 		$411K Buy
+4,016
New +$413K 0.04% 308

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

Triad Wealth Partners's STIP Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.7% in Q1 2026, buying an estimated $31.7K and bringing the position to 4,324 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #296.

Triad Wealth Partners first reported a position in STIP in Q4 2025 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Triad Wealth Partners held 4,324 shares of iShares 0-5 Year TIPS Bond ETF worth $447K as of Q1 2026.
  • Triad Wealth Partners bought 308 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $31.7K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #296 holding.
  • Triad Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.