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

Bridge Generations 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	$6.29M	Buy	61,524 +17,326	+39%	+$1.79M	3.2%	12
2026 Q1	$4.57M	Buy	44,198 +29,304	+197%	+$3.02M	2.62%	14
2025 Q4	$1.52M	Buy	14,894 +11,554	+346%	+$1.19M	0.94%	22
2025 Q3	$345K	Buy	3,340 +590	+21%	+$60.9K	0.23%	29
2025 Q2	$283K	Buy	+2,750	New	+$282K	0.17%	31

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

Bridge Generations Wealth Management's STIP Position: Q2 2026 in Review

Bridge Generations Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 39% in Q2 2026, buying an estimated $1.79M and bringing the position to 61,524 shares worth $6.29M. The position accounts for 3.2% of the portfolio, ranked #12.

Bridge Generations Wealth Management first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Bridge Generations Wealth Management held 61,524 shares of iShares 0-5 Year TIPS Bond ETF worth $6.29M as of Q2 2026.
Bridge Generations Wealth Management bought 17,326 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.79M.
iShares 0-5 Year TIPS Bond ETF made up 3.2% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #12 holding.
Bridge Generations Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.