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Wallace Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wallace Advisory Group’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 		$546K Sell
5,276
-6,902
-57% -$711K 0.58% 38
2025
Q4 		$1.25M Sell
12,178
-2,188
-15% -$225K 1.31% 18
2025
Q3 		$1.48M Sell
14,366
-1,358
-9% -$140K 1.19% 17
2025
Q2 		$1.63M Sell
15,724
-843
-5% -$86.5K 1.18% 17
2025
Q1 		$1.67M Buy
16,567
+10,003
+152% +$1.02M 1.15% 14
2024
Q4 		$665K Sell
6,564
-2,543
-28% -$256K 0.46% 56
2024
Q3 		$906K Sell
9,107
-101
-1% -$10.1K 0.66% 37
2024
Q2 		$916K Sell
9,208
-982
-10% -$97.4K 0.66% 37
2024
Q1 		$1M Sell
10,190
-1,708
-14% -$169K 0.75% 36
2023
Q4 		$1.15M Sell
11,898
-14,091
-54% -$1.37M 0.9% 24
2023
Q3 		$2.54M Sell
25,989
-1,415
-5% -$137K 1.82% 12
2023
Q2 		$2.72M Hold
27,404
– – 2.07% 10
2023
Q1 		$2.72M Buy
27,404
+453
+2% +$44.3K 2.07% 10
2022
Q4 		$2.61M Buy
+26,951
New +$2.62M 2.06% 8

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

Wallace Advisory Group's STIP Position: Q1 2026 in Review

Wallace Advisory Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 57% in Q1 2026, selling an estimated $711K and leaving 5,276 shares worth $546K. The position accounts for 0.58% of the portfolio, ranked #38.

Wallace Advisory Group first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.72M in Q2 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Wallace Advisory Group held 5,276 shares of iShares 0-5 Year TIPS Bond ETF worth $546K as of Q1 2026.
  • Wallace Advisory Group sold 6,902 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $711K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.58% of Wallace Advisory Group's portfolio in Q1 2026, its #38 holding.
  • Wallace Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.72M in Q2 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.