AMM
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American Money Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

American Money 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 		$14.7M Buy
144,295
+774
+0.5% +$79.8K 2.11% 10
2026
Q1 		$14.8M Buy
143,521
+5,240
+4% +$539K 2.35% 9
2025
Q4 		$14.2M Buy
138,281
+7,471
+6% +$769K 2.23% 9
2025
Q3 		$13.5M Buy
130,810
+4,317
+3% +$445K 2.26% 8
2025
Q2 		$13M Buy
126,493
+1,836
+1% +$188K 2.3% 8
2025
Q1 		$12.9M Buy
124,657
+4,900
+4% +$499K 2.45% 9
2024
Q4 		$12M Buy
119,757
+8,224
+7% +$829K 2.35% 9
2024
Q3 		$11.3M Buy
111,533
+2,233
+2% +$224K 2.26% 8
2024
Q2 		$10.9M Sell
109,300
-614
-0.6% -$60.9K 2.32% 8
2024
Q1 		$10.9M Buy
109,914
+12,607
+13% +$1.25M 2.28% 7
2023
Q4 		$9.59M Sell
97,307
-537
-0.5% -$52.3K 2.16% 7
2023
Q3 		$9.48M Buy
97,844
+756
+0.8% +$73.5K 2.42% 6
2023
Q2 		$9.48M Sell
97,088
-1,483
-2% -$146K 2.36% 6
2023
Q1 		$9.78M Sell
98,571
-11,441
-10% -$1.12M 2.6% 6
2022
Q4 		$10.7M Buy
110,012
+2,651
+2% +$258K 3.04% 5
2022
Q3 		$10.3M Buy
107,361
+2,180
+2% +$218K 3.15% 4
2022
Q2 		$10.7M Buy
105,181
+7,766
+8% +$802K 3.11% 5
2022
Q1 		$10.2M Sell
97,415
-636
-0.6% -$67K 2.72% 5
2021
Q4 		$10.4M Buy
98,051
+5,164
+6% +$547K 2.69% 5
2021
Q3 		$9.81M Sell
92,887
-2,539
-3% -$269K 2.77% 5
2021
Q2 		$10.1M Sell
95,426
-17,873
-16% -$1.9M 3.44% 5
2021
Q1 		$12M Sell
113,299
-6,060
-5% -$637K 4.46% 3
2020
Q4 		$12.5M Buy
119,359
+1,496
+1% +$155K 4.88% 3
2020
Q3 		$12.3M Buy
117,863
+785
+0.7% +$81.2K 5.56% 2
2020
Q2 		$12M Buy
117,078
+3,600
+3% +$365K 5.59% 2
2020
Q1 		$11.3M Buy
113,478
+72
+0.1% +$7.24K 6.35% 1
2019
Q4 		$11.4M Buy
113,406
+3,514
+3% +$352K 5.33% 2
2019
Q3 		$11M Buy
109,892
+7,864
+8% +$788K 5.88% 1
2019
Q2 		$10.3M Buy
102,028
+12,138
+14% +$1.21M 5.48% 1
2019
Q1 		$8.96M Buy
89,890
+8,829
+11% +$873K 4.98% 1
2018
Q4 		$7.95M Buy
81,061
+70,293
+653% +$6.9M 5.01% 1
2018
Q3 		$1.06M Buy
10,768
+7,668
+247% +$759K 0.61% 50
2018
Q2 		$309K Buy
+3,100
New +$309K 0.19% 61

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

American Money Management's STIP Position: Q2 2026 in Review

American Money Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.54% in Q2 2026, buying an estimated $79.8K and bringing the position to 144,295 shares worth $14.7M. The position accounts for 2.11% of the portfolio, ranked #10.

American Money Management first reported a position in STIP in Q2 2018 and has held it in 33 quarters since. The position peaked at $14.8M in Q1 2026. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • American Money Management held 144,295 shares of iShares 0-5 Year TIPS Bond ETF worth $14.7M as of Q2 2026.
  • American Money Management bought 774 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $79.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.11% of American Money Management's portfolio in Q2 2026, its #10 holding.
  • American Money Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • American Money Management's iShares 0-5 Year TIPS Bond ETF position peaked at $14.8M in Q1 2026.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.