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Vaughan David Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vaughan David Investments’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 		$331K Hold
3,200
– – 0.01% 192
2025
Q4 		$328K Hold
3,200
– – 0.01% 190
2025
Q3 		$331K Hold
3,200
– – 0.01% 188
2025
Q2 		$329K Hold
3,200
– – 0.01% 187
2025
Q1 		$331K Hold
3,200
– – 0.01% 173
2024
Q4 		$322K Hold
3,200
– – 0.01% 178
2024
Q3 		$324K Hold
3,200
– – 0.01% 179
2024
Q2 		$318K Hold
3,200
– – 0.01% 176
2024
Q1 		$318K Hold
3,200
– – 0.01% 183
2023
Q4 		$315K Hold
3,200
– – 0.01% 171
2023
Q3 		$310K Hold
3,200
– – 0.01% 167
2023
Q2 		$312K Hold
3,200
– – 0.01% 171
2023
Q1 		$318K Hold
3,200
– – 0.01% 167
2022
Q4 		$310K Buy
+3,200
New +$311K 0.01% 162

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

Vaughan David Investments's STIP Position: Q1 2026 in Review

Vaughan David Investments held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 3,200 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #192.

Vaughan David Investments first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Vaughan David Investments held 3,200 shares of iShares 0-5 Year TIPS Bond ETF worth $331K as of Q1 2026.
  • Vaughan David Investments left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Vaughan David Investments's portfolio in Q1 2026, its #192 holding.
  • Vaughan David Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Vaughan David Investments's 13F filing for Q1 2026, filed 12 May 2026.