TWP
STIP icon

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

Tyche 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 		$1.49M Buy
14,418
+439
+3% +$45.2K 0.23% 85
2025
Q4 		$1.43M Buy
13,979
+1,401
+11% +$144K 0.23% 90
2025
Q3 		$1.3M Buy
12,578
+4,908
+64% +$506K 0.23% 85
2025
Q2 		$789K Buy
7,670
+5,504
+254% +$565K 0.16% 101
2025
Q1 		$224K Buy
+2,166
New +$221K 0.05% 254
2024
Q4 		– Sell
-2,502
Closed -$254K – 321
2024
Q3 		$254K Sell
2,502
-325
-11% -$32.6K 0.06% 225
2024
Q2 		$281K Sell
2,827
-1,010
-26% -$100K 0.07% 198
2024
Q1 		$382K Sell
3,837
-525
-12% -$51.9K 0.09% 166
2023
Q4 		$430K Buy
+4,362
New +$425K 0.1% 166

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

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

Tyche Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.1% in Q1 2026, buying an estimated $45.2K and bringing the position to 14,418 shares worth $1.49M. The position accounts for 0.23% of the portfolio, ranked #85.

Tyche Wealth Partners first reported a position in STIP in Q4 2023 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Tyche Wealth Partners held 14,418 shares of iShares 0-5 Year TIPS Bond ETF worth $1.49M as of Q1 2026.
  • Tyche Wealth Partners bought 439 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $45.2K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.23% of Tyche Wealth Partners's portfolio in Q1 2026, its #85 holding.
  • Tyche Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.