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

Copia 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	$4.63M	Buy	45,340 +5,632	+14%	+$581K	2.78%	7
2026 Q1	$4.11M	Buy	39,708 +3,216	+9%	+$331K	2.82%	7
2025 Q4	$3.74M	Buy	36,492 +1,016	+3%	+$105K	2.67%	10
2025 Q3	$3.67M	Buy	35,476 +821	+2%	+$84.7K	2.73%	8
2025 Q2	$3.57M	Buy	34,655 +2,913	+9%	+$299K	3.01%	8
2025 Q1	$3.28M	Buy	31,742 +1,180	+4%	+$120K	3.04%	8
2024 Q4	$3.07M	Buy	+30,562	New	+$3.08M	2.93%	9

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

Copia Wealth Management's STIP Position: Q2 2026 in Review

Copia Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q2 2026, buying an estimated $581K and bringing the position to 45,340 shares worth $4.63M. The position accounts for 2.78% of the portfolio, ranked #7.

Copia Wealth Management first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Copia Wealth Management held 45,340 shares of iShares 0-5 Year TIPS Bond ETF worth $4.63M as of Q2 2026.
Copia Wealth Management bought 5,632 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $581K.
iShares 0-5 Year TIPS Bond ETF made up 2.78% of Copia Wealth Management's portfolio in Q2 2026, its #7 holding.
Copia Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.