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

CreativeOne Wealth’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 		$9.12M Buy
89,312
+58,492
+190% +$6.03M 0.2% 93
2026
Q1 		$3.19M Sell
30,820
-7,992
-21% -$823K 0.07% 257
2025
Q4 		$3.97M Sell
38,812
-51,086
-57% -$5.26M 0.1% 192
2025
Q3 		$9.29M Buy
89,898
+8,728
+11% +$900K 0.23% 83
2025
Q2 		$8.35M Buy
81,170
+45,874
+130% +$4.71M 0.22% 88
2025
Q1 		$3.65M Buy
35,296
+4,738
+16% +$483K 0.11% 177
2024
Q4 		$3.07M Buy
30,558
+115
+0.4% +$11.6K 0.09% 198
2024
Q3 		$3.08M Buy
30,443
+4,234
+16% +$424K 0.1% 188
2024
Q2 		$2.61M Buy
26,209
+1,848
+8% +$183K 0.13% 150
2024
Q1 		$2.42M Sell
24,361
-6,006
-20% -$594K 0.1% 197
2023
Q4 		$2.99M Buy
30,367
+19,686
+184% +$1.92M 0.19% 104
2023
Q3 		$1.03M Sell
10,681
-2,679
-20% -$260K 0.07% 235
2023
Q2 		$1.3M Buy
13,360
+6,383
+91% +$628K 0.06% 278
2023
Q1 		$692K Buy
6,977
+110
+2% +$10.8K 0.03% 386
2022
Q4 		$666K Buy
6,867
+1,827
+36% +$178K 0.04% 359
2022
Q3 		$484K Buy
5,040
+737
+17% +$73.8K 0.03% 416
2022
Q2 		$436K Buy
+4,303
New +$444K 0.02% 448

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

CreativeOne Wealth's STIP Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 190% in Q2 2026, buying an estimated $6.03M and bringing the position to 89,312 shares worth $9.12M. The position accounts for 0.2% of the portfolio, ranked #93.

CreativeOne Wealth first reported a position in STIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.29M in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • CreativeOne Wealth held 89,312 shares of iShares 0-5 Year TIPS Bond ETF worth $9.12M as of Q2 2026.
  • CreativeOne Wealth bought 58,492 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.03M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.2% of CreativeOne Wealth's portfolio in Q2 2026, its #93 holding.
  • CreativeOne Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • CreativeOne Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $9.29M in Q3 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.