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

WealthShield 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	$309K	Buy	2,988 +85	+3%	+$8.75K	0.03%	289
2025 Q4	$297K	Sell	2,903 -9,395	-76%	-$967K	0.03%	292
2025 Q3	$1.27M	Buy	12,298 +440	+4%	+$45.4K	0.14%	154
2025 Q2	$1.22M	Buy	11,858 +9,232	+352%	+$947K	0.15%	155
2025 Q1	$272K	Buy	+2,626	New	+$268K	0.03%	279
2023 Q2	–	Sell	-25	Closed	-$2.48K	–	505
2023 Q1	$2.48K	Buy	+25	New	+$2.44K	﹤0.01%	472

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

WealthShield Partners's STIP Position: Q1 2026 in Review

WealthShield Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.9% in Q1 2026, buying an estimated $8.75K and bringing the position to 2,988 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #289.

WealthShield Partners first reported a position in STIP in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

WealthShield Partners held 2,988 shares of iShares 0-5 Year TIPS Bond ETF worth $309K as of Q1 2026.
WealthShield Partners bought 85 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $8.75K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #289 holding.
WealthShield Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 6 quarters since.
WealthShield Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $1.27M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.