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Winnow Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Winnow Wealth’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 		– Sell
-691
Closed -$71.2K – 493
2025
Q4 		$71.2K Sell
691
-165
-19% -$17K 0.05% 139
2025
Q3 		$89K Buy
+856
New +$88.3K 0.07% 125
2025
Q2 		– Sell
-606
Closed -$62.7K – 608
2025
Q1 		$62.7K Sell
606
-3,005
-83% -$306K 0.06% 131
2024
Q4 		$360K Buy
+3,611
New +$364K 0.36% 79

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

Winnow Wealth's STIP Position: Q1 2026 in Review

Winnow Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 691 shares — an estimated $71.2K sold.

Winnow Wealth first reported a position in STIP in Q4 2024 and held it in 4 quarters. The position peaked at $360K in Q4 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Winnow Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 691 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $71.2K.
  • Winnow Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $360K in Q4 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.