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Chokshi & Queen Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$360K Hold
3,527
– – 0.17% 45
2026
Q1 		$365K Buy
+3,527
New +$363K 0.19% 43
2025
Q4 		– Sell
-3,527
Closed -$365K – 57
2025
Q3 		$365K Buy
+3,527
New +$364K 0.19% 42

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

Chokshi & Queen Wealth Advisors's STIP Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 3,527 shares worth $360K. The position accounts for 0.17% of the portfolio, ranked #45.

Chokshi & Queen Wealth Advisors first reported a position in STIP in Q3 2025 and has held it in 3 quarters since. The position peaked at $365K in Q1 2026. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 3,527 shares of iShares 0-5 Year TIPS Bond ETF worth $360K as of Q2 2026.
  • Chokshi & Queen Wealth Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.17% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Chokshi & Queen Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $365K in Q1 2026.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.