Astoria Strategic Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Astoria Strategic 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	$24M	Buy	+234,927	New	+$24.2M	5.48%	6
2023 Q1	–	Sell	-55,884	Closed	-$5.42M	–	33
2022 Q4	$5.42M	Buy	55,884 +20,468	+58%	+$1.99M	2.27%	12
2022 Q3	$3.4M	Buy	35,416 +23,911	+208%	+$2.39M	1.55%	14
2022 Q2	$1.17M	Buy	11,505 +598	+5%	+$61.7K	0.51%	22
2022 Q1	$1.15M	Hold	10,907	–	–	0.45%	21
2021 Q4	$1.16M	Buy	+10,907	New	+$1.16M	0.44%	22

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

Astoria Strategic Wealth's STIP Position: Q2 2026 in Review

Astoria Strategic Wealth opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 234,927 shares worth $24M. The stake represents 5.48% of the portfolio and ranks #6 among its holdings. This is a return to the name: Astoria Strategic Wealth previously reported a position in STIP as recently as Q4 2022.

Astoria Strategic Wealth first reported a position in STIP in Q4 2021 and has held it in 6 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Astoria Strategic Wealth held 234,927 shares of iShares 0-5 Year TIPS Bond ETF worth $24M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Astoria Strategic Wealth position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 5.48% of Astoria Strategic Wealth's portfolio in Q2 2026, its #6 holding.
Astoria Strategic Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 6 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.