Wilmington Savings Fund Society’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wilmington Savings Fund Society’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	$58.7K	Buy	568 +225	+66%	+$23.2K	﹤0.01%	845
2025 Q4	$35.1K	Buy	343 +64	+23%	+$6.59K	﹤0.01%	956
2025 Q3	$28.8K	Sell	279 -22	-7%	-$2.27K	﹤0.01%	1006
2025 Q2	$31K	Hold	301	–	–	﹤0.01%	1346
2025 Q1	$31.2K	Buy	301 +86	+40%	+$8.76K	﹤0.01%	1338
2024 Q4	$21.7K	Hold	215	–	–	﹤0.01%	1481
2024 Q3	$21.8K	Buy	+215	New	+$21.5K	﹤0.01%	1445

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

Wilmington Savings Fund Society's STIP Position: Q1 2026 in Review

Wilmington Savings Fund Society increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 66% in Q1 2026, buying an estimated $23.2K and bringing the position to 568 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Wilmington Savings Fund Society first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Wilmington Savings Fund Society held 568 shares of iShares 0-5 Year TIPS Bond ETF worth $58.7K as of Q1 2026.
Wilmington Savings Fund Society 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 ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #845 holding.
Wilmington Savings Fund Society first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.