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

Beaird Harris 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 		$199K Sell
1,945
-330
-15% -$34K 0.01% 144
2026
Q1 		$235K Sell
2,275
-1
-0% -$103 0.02% 124
2025
Q4 		$233K Sell
2,276
-326
-13% -$33.6K 0.02% 125
2025
Q3 		$269K Sell
2,602
-361
-12% -$37.2K 0.02% 117
2025
Q2 		$305K Hold
2,963
– – 0.02% 114
2025
Q1 		$307K Hold
2,963
– – 0.03% 104
2024
Q4 		$298K Sell
2,963
-39
-1% -$3.93K 0.03% 110
2024
Q3 		$304K Buy
3,002
+91
+3% +$9.12K 0.03% 111
2024
Q2 		$290K Sell
2,911
-100
-3% -$9.92K 0.03% 102
2024
Q1 		$299K Buy
3,011
+28
+0.9% +$2.77K 0.03% 93
2023
Q4 		$294K Buy
2,983
+397
+15% +$38.7K 0.03% 90
2023
Q3 		$251K Buy
2,586
+156
+6% +$15.2K 0.03% 86
2023
Q2 		$237K Buy
2,430
+740
+44% +$72.8K 0.03% 91
2023
Q1 		$168K Buy
+1,690
New +$165K 0.03% 93

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

Beaird Harris Wealth Management's STIP Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2026, selling an estimated $34K and leaving 1,945 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #144.

Beaird Harris Wealth Management first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $307K in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Beaird Harris Wealth Management held 1,945 shares of iShares 0-5 Year TIPS Bond ETF worth $199K as of Q2 2026.
  • Beaird Harris Wealth Management sold 330 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $34K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Beaird Harris Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Beaird Harris Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $307K in Q1 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.