Compass Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Compass Financial 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	$6.22M	Buy	+60,941	New	+$6.29M	0.75%	25

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Compass Financial Management's STIP Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.75% of Compass Financial Management's portfolio in Q2 2026, its #25 holding.
797 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.