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

Dogwood 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 		$4.21M Buy
41,235
+1,412
+4% +$146K 1.66% 17
2026
Q1 		$4.12M Buy
39,823
+1,600
+4% +$165K 1.79% 17
2025
Q4 		$3.91M Sell
38,223
-1,222
-3% -$126K 1.72% 17
2025
Q3 		$4.08M Buy
39,445
+519
+1% +$53.5K 1.85% 16
2025
Q2 		$3.99M Sell
38,926
-4,465
-10% -$458K 1.95% 16
2025
Q1 		$4.49M Sell
43,391
-5,387
-11% -$549K 2.36% 15
2024
Q4 		$4.91M Sell
48,778
-97,469
-67% -$9.82M 2.6% 14
2024
Q3 		$14.8M Sell
146,247
-1,627
-1% -$163K 8.52% 1
2024
Q2 		$14.7M Sell
147,874
-1,335
-0.9% -$132K 9.06% 1
2024
Q1 		$14.8M Buy
149,209
+23,773
+19% +$2.35M 10.03% 1
2023
Q4 		$12.4M Buy
+125,436
New +$12.2M 9.67% 1

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

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

Dogwood Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q2 2026, buying an estimated $146K and bringing the position to 41,235 shares worth $4.21M. The position accounts for 1.66% of the portfolio, ranked #17.

Dogwood Wealth Management first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q1 2024. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Dogwood Wealth Management held 41,235 shares of iShares 0-5 Year TIPS Bond ETF worth $4.21M as of Q2 2026.
  • Dogwood Wealth Management bought 1,412 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $146K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.66% of Dogwood Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Dogwood Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $14.8M in Q1 2024.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.