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COMPASS FINANCIAL MANAGEMENT LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$6.22M Buy
+60,941
New +$6.29M 0.75% 25

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's STIP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 60,941 shares worth $6.22M. The stake represents 0.75% of the portfolio and ranks #25 among its holdings.

690 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 60,941 shares of iShares 0-5 Year TIPS Bond ETF worth $6.22M as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.75% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #25 holding.
  • 690 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.