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

Able Wealth Management’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
Q2 		$291K Buy
+2,853
New +$294K 0.07% 111
2024
Q3 		– Sell
-2,928
Closed -$291K – 93
2024
Q2 		$291K Sell
2,928
-2,002
-41% -$199K 0.24% 65
2024
Q1 		$490K Sell
4,930
-355
-7% -$35.1K 0.43% 41
2023
Q4 		$521K Buy
+5,285
New +$515K 0.47% 39

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Able Wealth Management's STIP Position: Q2 2026 in Review

Able Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,853 shares worth $291K. The stake represents 0.07% of the portfolio and ranks #111 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in STIP as recently as Q2 2024.

Able Wealth Management first reported a position in STIP in Q4 2023 and has held it in 4 quarters since. The position peaked at $521K in Q4 2023. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Able Wealth Management held 2,853 shares of iShares 0-5 Year TIPS Bond ETF worth $291K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Able Wealth Management position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Able Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Able Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Able Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $521K in Q4 2023.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.