Wealthspire Advisors (New York)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealthspire Advisors (New York)’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	$491K	Sell	4,746 -70	-1%	-$7.21K	﹤0.01%	573
2025 Q4	$493K	Sell	4,816 -313	-6%	-$32.2K	﹤0.01%	610
2025 Q3	$530K	Buy	5,129 +524	+11%	+$54K	﹤0.01%	515
2025 Q2	$474K	Hold	4,605	–	–	﹤0.01%	556
2025 Q1	$476K	Buy	+4,605	New	+$469K	﹤0.01%	525
2019 Q1	–	Sell	-5	Closed	–	–	683
2018 Q4	$0	Buy	+5	New	+$491	﹤0.01%	915

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

Wealthspire Advisors (New York)'s STIP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.5% in Q1 2026, selling an estimated $7.21K and leaving 4,746 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Wealthspire Advisors (New York) first reported a position in STIP in Q4 2018 and has held it in 6 quarters since. The position peaked at $530K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Wealthspire Advisors (New York) held 4,746 shares of iShares 0-5 Year TIPS Bond ETF worth $491K as of Q1 2026.
Wealthspire Advisors (New York) sold 70 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $7.21K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #573 holding.
Wealthspire Advisors (New York) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s iShares 0-5 Year TIPS Bond ETF position peaked at $530K in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.