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Ashton Thomas Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ashton Thomas Private 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
Q2 		$4.97M Sell
48,677
-246
-0.5% -$25.4K 0.1% 202
2026
Q1 		$5.06M Sell
48,923
-1,281
-3% -$132K 0.12% 189
2025
Q4 		$5.14M Sell
50,204
-7,897
-14% -$813K 0.13% 170
2025
Q3 		$6.01M Buy
58,101
+4,749
+9% +$490K 0.16% 152
2025
Q2 		$5.49M Buy
53,352
+5,539
+12% +$568K 0.19% 126
2025
Q1 		$4.95M Sell
47,813
-1,341
-3% -$137K 0.19% 130
2024
Q4 		$4.94M Buy
49,154
+37,021
+305% +$3.73M 0.19% 137
2024
Q3 		$1.23M Sell
12,133
-286
-2% -$28.6K 0.06% 279
2024
Q2 		$1.24M Buy
12,419
+76
+0.6% +$7.54K 0.07% 275
2024
Q1 		$1.23M Sell
12,343
-378
-3% -$37.4K 0.07% 274
2023
Q4 		$1.25M Sell
12,721
-936
-7% -$91.2K 0.08% 258
2023
Q3 		$1.32M Buy
13,657
+80
+0.6% +$7.77K 0.1% 230
2023
Q2 		$1.33M Sell
13,577
-1,582
-10% -$156K 0.1% 216
2023
Q1 		$1.5M Sell
15,159
-740
-5% -$72.3K 0.13% 191
2022
Q4 		$1.54M Sell
15,899
-8,782
-36% -$853K 0.15% 178
2022
Q3 		$2.37M Sell
24,681
-27,518
-53% -$2.76M 0.27% 104
2022
Q2 		$5.29M Buy
52,199
+19,136
+58% +$1.98M 0.57% 40
2022
Q1 		$3.47M Buy
33,063
+1,156
+4% +$122K 0.3% 89
2021
Q4 		$3.38M Buy
31,907
+3,219
+11% +$341K 0.33% 82
2021
Q3 		$3.03M Buy
28,688
+3,278
+13% +$348K 0.44% 55
2021
Q2 		$2.7M Buy
25,410
+2,748
+12% +$292K 0.41% 67
2021
Q1 		$2.4M Buy
22,662
+5,948
+36% +$626K 0.41% 65
2020
Q4 		$1.75M Buy
16,714
+373
+2% +$38.7K 0.33% 82
2020
Q3 		$1.7M Buy
16,341
+1,620
+11% +$168K 0.43% 63
2020
Q2 		$1.51M Sell
14,721
-8
-0.1% -$812 0.45% 62
2020
Q1 		$1.47M Sell
14,729
-2,259
-13% -$227K 0.6% 42
2019
Q4 		$1.71M Buy
+16,988
New +$1.7M 0.56% 45

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

Ashton Thomas Private Wealth's STIP Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.5% in Q2 2026, selling an estimated $25.4K and leaving 48,677 shares worth $4.97M. The position accounts for 0.1% of the portfolio, ranked #202.

Ashton Thomas Private Wealth first reported a position in STIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.01M in Q3 2025. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Ashton Thomas Private Wealth held 48,677 shares of iShares 0-5 Year TIPS Bond ETF worth $4.97M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 246 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #202 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Ashton Thomas Private Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $6.01M in Q3 2025.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.