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

Buck Wealth Strategies’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	$194K	Buy	+1,898	New	+$196K	0.02%	213
2025 Q1	–	Sell	-71,514	Closed	-$7.19M	–	136
2024 Q4	$7.19M	Buy	71,514 +24,435	+52%	+$2.46M	1.5%	36
2024 Q3	$4.77M	Sell	47,079 -3,855	-8%	-$386K	1.5%	38
2024 Q2	$5.07M	Buy	50,934 +42,314	+491%	+$4.2M	1.5%	37
2024 Q1	$857K	Sell	8,620 -64,605	-88%	-$6.38M	0.29%	49
2023 Q4	$7.22M	Buy	73,225 +2,238	+3%	+$218K	2.68%	18
2023 Q3	$6.88M	Buy	+70,987	New	+$6.9M	2.77%	4
2022 Q3	$6.45M	Buy	+66,578	New	+$6.67M	3.02%	3

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

Buck Wealth Strategies's STIP Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 1,898 shares worth $194K. The stake represents 0.02% of the portfolio and ranks #213 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in STIP as recently as Q4 2024.

Buck Wealth Strategies first reported a position in STIP in Q3 2022 and has held it in 8 quarters since. The position peaked at $7.22M in Q4 2023. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Buck Wealth Strategies held 1,898 shares of iShares 0-5 Year TIPS Bond ETF worth $194K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #213 holding.
Buck Wealth Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 8 quarters since.
Buck Wealth Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $7.22M in Q4 2023.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.