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

Destiny Wealth Partners’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	–	Sell	-106	Closed	-$11K	–	979
2026 Q1	$11K	Buy	+106	New	+$10.9K	﹤0.01%	905
2023 Q1	–	Sell	-6,146	Closed	-$596K	–	586
2022 Q4	$596K	Sell	6,146 -163,457	-96%	-$15.9M	0.13%	89
2022 Q3	$16.3M	Buy	169,603 +3,979	+2%	+$398K	3.66%	2
2022 Q2	$16.8M	Sell	165,624 -19,175	-10%	-$1.98M	3.7%	2
2022 Q1	$19.4M	Buy	184,799 +13,066	+8%	+$1.38M	3.77%	3
2021 Q4	$18.2M	Sell	171,733 -1,330	-0.8%	-$141K	3.5%	2
2021 Q3	$18.3M	Sell	173,063 -26,033	-13%	-$2.76M	3.67%	3
2021 Q2	$21.2M	Sell	199,096 -12,533	-6%	-$1.33M	4.05%	2
2021 Q1	$22.4M	Buy	+211,629	New	+$22.3M	4.67%	2

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

Destiny Wealth Partners's STIP Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 106 shares — an estimated $11K sold.

Destiny Wealth Partners first reported a position in STIP in Q1 2021 and held it in 9 quarters. The position peaked at $22.4M in Q1 2021. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 106 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $11K.
Destiny Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and held it in 9 quarters.
Destiny Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $22.4M in Q1 2021.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.