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

BIP 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	$18.3M	Buy	178,686 +24,129	+16%	+$2.49M	0.52%	44
2026 Q1	$16M	Buy	154,557 +7,950	+5%	+$819K	0.65%	37
2025 Q4	$15M	Buy	146,607 +6,861	+5%	+$706K	0.53%	43
2025 Q3	$14.4M	Buy	139,746 +17,661	+14%	+$1.82M	0.71%	29
2025 Q2	$12.6M	Buy	122,085 +3,237	+3%	+$332K	0.77%	21
2025 Q1	$12.3M	Buy	118,848 +5,319	+5%	+$542K	0.8%	20
2024 Q4	$11.4M	Buy	113,529 +9,655	+9%	+$973K	0.76%	20
2024 Q3	$10.5M	Buy	103,874 +15,822	+18%	+$1.58M	0.72%	20
2024 Q2	$8.76M	Sell	88,052 -5,358	-6%	-$532K	0.72%	22
2024 Q1	$9.29M	Buy	93,410 +10,873	+13%	+$1.07M	0.68%	22
2023 Q4	$8.14M	Buy	82,537 +9,458	+13%	+$922K	0.64%	27
2023 Q3	$7.08M	Buy	73,079 +7,150	+11%	+$695K	0.65%	28
2023 Q2	$6.43M	Buy	65,929 +18,300	+38%	+$1.8M	0.53%	32
2023 Q1	$4.73M	Buy	+47,629	New	+$4.66M	0.52%	37

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

BIP Wealth's STIP Position: Q2 2026 in Review

BIP Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q2 2026, buying an estimated $2.49M and bringing the position to 178,686 shares worth $18.3M. The position accounts for 0.52% of the portfolio, ranked #44.

BIP Wealth first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

BIP Wealth held 178,686 shares of iShares 0-5 Year TIPS Bond ETF worth $18.3M as of Q2 2026.
BIP Wealth bought 24,129 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.49M.
iShares 0-5 Year TIPS Bond ETF made up 0.52% of BIP Wealth's portfolio in Q2 2026, its #44 holding.
BIP Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.