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WFA of San Diego’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WFA of San Diego’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 		$90K Buy
870
+225
+35% +$23.2K 0.07% 138
2025
Q4 		$66K Buy
645
+215
+50% +$22.1K 0.05% 171
2025
Q3 		$44.4K Sell
430
-70
-14% -$7.22K 0.03% 216
2025
Q2 		$51.5K Buy
+500
New +$51.3K 0.04% 196
2024
Q3 		$52.7K Buy
520
+50
+11% +$5.01K 0.04% 179
2024
Q2 		$46.8K Buy
+470
New +$46.6K 0.04% 183
2023
Q3 		$35.9K Hold
370
– – 0.04% 196
2023
Q2 		$36.1K Buy
+370
New +$36.4K 0.04% 197

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

WFA of San Diego's STIP Position: Q1 2026 in Review

WFA of San Diego increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 35% in Q1 2026, buying an estimated $23.2K and bringing the position to 870 shares worth $90K. The position accounts for 0.07% of the portfolio, ranked #138.

WFA of San Diego first reported a position in STIP in Q2 2023 and has held it in 8 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • WFA of San Diego held 870 shares of iShares 0-5 Year TIPS Bond ETF worth $90K as of Q1 2026.
  • WFA of San Diego bought 225 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $23.2K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of WFA of San Diego's portfolio in Q1 2026, its #138 holding.
  • WFA of San Diego first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 8 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.