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

Adams 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 		$235K Sell
2,299
-1,045
-31% -$108K 0.05% 139
2026
Q1 		$346K Sell
3,344
-135
-4% -$13.9K 0.08% 114
2025
Q4 		$356K Buy
3,479
+294
+9% +$30.3K 0.08% 116
2025
Q3 		$329K Sell
3,185
-229
-7% -$23.6K 0.07% 124
2025
Q2 		$351K Sell
3,414
-352
-9% -$36.1K 0.07% 119
2025
Q1 		$390K Buy
3,766
+102
+3% +$10.4K 0.08% 101
2024
Q4 		$369K Buy
+3,664
New +$369K 0.07% 96

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

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

Adams Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 31% in Q2 2026, selling an estimated $108K and leaving 2,299 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #139.

Adams Wealth Management first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Adams Wealth Management held 2,299 shares of iShares 0-5 Year TIPS Bond ETF worth $235K as of Q2 2026.
  • Adams Wealth Management sold 1,045 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $108K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Adams Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Adams Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Adams Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $390K in Q1 2025.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.