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

Diversify 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	$485K	Buy	4,793 +553	+13%	+$57K	0.01%	876
2026 Q1	$441K	Sell	4,240 -51	-1%	-$5.25K	0.01%	849
2025 Q4	$440K	Buy	4,291 +1,762	+70%	+$181K	0.02%	469
2025 Q3	$260K	Sell	2,529 -1,256	-33%	-$130K	0.02%	480
2025 Q2	$390K	Sell	3,785 -241	-6%	-$24.7K	0.02%	413
2025 Q1	$416K	Sell	4,026 -923	-19%	-$94K	0.03%	387
2024 Q4	$498K	Buy	4,949 +992	+25%	+$100K	0.04%	349
2024 Q3	$399K	Sell	3,957 -743	-16%	-$74.4K	0.04%	353
2024 Q2	$470K	Buy	+4,700	New	+$466K	0.06%	293

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 22.9% 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

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

Diversify Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 13% in Q2 2026, buying an estimated $57K and bringing the position to 4,793 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #876.

Diversify Wealth Management first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $498K in Q4 2024. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Diversify Wealth Management held 4,793 shares of iShares 0-5 Year TIPS Bond ETF worth $485K as of Q2 2026.
Diversify Wealth Management bought 553 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $57K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #876 holding.
Diversify Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $498K in Q4 2024.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.