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

AMJ Financial 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	$32.6M	Hold	314,997	–	–	7.68%	2
2026 Q1	$32.6M	Buy	+314,997	New	+$32.4M	7.68%	2
2023 Q2	–	Sell	-154,546	Closed	-$15.3M	–	85
2023 Q1	$15.3M	Buy	154,546 +7,366	+5%	+$720K	9.87%	2
2022 Q4	$14.3M	Sell	147,180 -1,678	-1%	-$163K	8.44%	2
2022 Q3	$14.3M	Buy	148,858 +75,004	+102%	+$7.51M	9.3%	2
2022 Q2	$7.49M	Buy	+73,854	New	+$7.63M	6.33%	3

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

AMJ Financial Wealth Management's STIP Position: Q2 2026 in Review

AMJ Financial Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 314,997 shares worth $32.6M. The position accounts for 7.68% of the portfolio, ranked #2.

AMJ Financial Wealth Management first reported a position in STIP in Q2 2022 and has held it in 6 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

AMJ Financial Wealth Management held 314,997 shares of iShares 0-5 Year TIPS Bond ETF worth $32.6M as of Q2 2026.
AMJ Financial Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 7.68% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #2 holding.
AMJ Financial Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 6 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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