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

Tucker Asset 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	–	Sell	-7	Closed	-$717	–	937
2025 Q4	$717	Buy	+7	New	+$721	﹤0.01%	973
2025 Q1	–	Sell	-10	Closed	-$1.01K	–	846
2024 Q4	$1.01K	Sell	10 -108	-92%	-$10.9K	﹤0.01%	1331
2024 Q3	$12K	Buy	118 +6	+5%	+$601	﹤0.01%	649
2024 Q2	$11.1K	Buy	112 +10	+10%	+$992	﹤0.01%	796
2024 Q1	$10.1K	Hold	102	–	–	﹤0.01%	846
2023 Q4	$10.1K	Hold	102	–	–	﹤0.01%	688
2023 Q3	$9.89K	Buy	+102	New	+$9.91K	﹤0.01%	651

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tucker Asset Management's STIP Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 7 shares — an estimated $717 sold.

Tucker Asset Management first reported a position in STIP in Q3 2023 and held it in 7 quarters. The position peaked at $12K in Q3 2024. 762 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Tucker Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 7 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $717.
Tucker Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and held it in 7 quarters.
Tucker Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $12K in Q3 2024.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.