Virtus Family Office’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Virtus Family Office’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	$1.88M	Sell	18,219 -4,208	-19%	-$433K	1.61%	17
2025 Q4	$2.3M	Buy	22,427 +2,384	+12%	+$245K	1.98%	15
2025 Q3	$2.07M	Buy	20,043 +6,519	+48%	+$672K	1.94%	16
2025 Q2	$1.39M	Sell	13,524 -321	-2%	-$32.9K	1.78%	23
2025 Q1	$1.43M	Buy	13,845 +13	+0.1%	+$1.32K	1.84%	24
2024 Q4	$1.39M	Buy	13,832 +1,067	+8%	+$108K	1.74%	25
2024 Q3	$1.29M	Sell	12,765 -98	-0.8%	-$9.82K	1.71%	27
2024 Q2	$1.28M	Buy	12,863 +2,061	+19%	+$204K	1.74%	28
2024 Q1	$1.07M	Buy	10,802 +73	+0.7%	+$7.21K	1.71%	23
2023 Q4	$1.06M	Buy	10,729 +491	+5%	+$47.8K	1.77%	24
2023 Q3	$992K	Sell	10,238 -867	-8%	-$84.2K	1.8%	22
2023 Q2	$1.08M	Buy	11,105 +7,376	+198%	+$726K	2.01%	22
2023 Q1	$370K	Hold	3,729	–	–	0.73%	32
2022 Q4	$362K	Buy	+3,729	New	+$362K	0.81%	32

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Virtus Family Office's STIP Position: Q1 2026 in Review

Virtus Family Office reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 19% in Q1 2026, selling an estimated $433K and leaving 18,219 shares worth $1.88M. The position accounts for 1.61% of the portfolio, ranked #17.

Virtus Family Office first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.3M in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Virtus Family Office held 18,219 shares of iShares 0-5 Year TIPS Bond ETF worth $1.88M as of Q1 2026.
Virtus Family Office sold 4,208 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $433K.
iShares 0-5 Year TIPS Bond ETF made up 1.61% of Virtus Family Office's portfolio in Q1 2026, its #17 holding.
Virtus Family Office first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Virtus Family Office's iShares 0-5 Year TIPS Bond ETF position peaked at $2.3M in Q4 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.