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

Balance 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 		$1.37M Buy
13,406
+3,400
+34% +$351K 0.36% 52
2026
Q1 		$1.03M Sell
10,006
-7,800
-44% -$803K 0.32% 62
2025
Q4 		$1.82M Sell
17,806
-15,724
-47% -$1.62M 0.59% 38
2025
Q3 		$3.47M Buy
+33,530
New +$3.46M 0.86% 19

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

Balance Wealth's STIP Position: Q2 2026 in Review

Balance Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 34% in Q2 2026, buying an estimated $351K and bringing the position to 13,406 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #52.

Balance Wealth first reported a position in STIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.47M in Q3 2025. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Balance Wealth held 13,406 shares of iShares 0-5 Year TIPS Bond ETF worth $1.37M as of Q2 2026.
  • Balance Wealth bought 3,400 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $351K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.36% of Balance Wealth's portfolio in Q2 2026, its #52 holding.
  • Balance Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Balance Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.47M in Q3 2025.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.