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

Dynasty 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	$67.9M	Buy	664,407 +14,311	+2%	+$1.48M	0.5%	42
2026 Q1	$67.2M	Sell	650,096 -444,159	-41%	-$45.7M	0.59%	40
2025 Q4	$112M	Buy	1,094,255 +65,760	+6%	+$6.77M	1.1%	24
2025 Q3	$106M	Buy	1,028,495 +96,645	+10%	+$9.97M	1.42%	20
2025 Q2	$95.9M	Sell	931,850 -14,332	-2%	-$1.47M	1.63%	18
2025 Q1	$97.9M	Buy	946,182 +506,435	+115%	+$51.6M	1.63%	18
2024 Q4	$44.2M	Buy	+439,747	New	+$44.3M	0.76%	31
2024 Q3	–	Sell	-424,117	Closed	-$42.2M	–	262
2024 Q2	$42.2M	Sell	424,117 -20,687	-5%	-$2.05M	1.24%	21
2024 Q1	$44.2M	Buy	+444,804	New	+$44M	1.41%	20

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

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

Dynasty Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.2% in Q2 2026, buying an estimated $1.48M and bringing the position to 664,407 shares worth $67.9M. The position accounts for 0.5% of the portfolio, ranked #42.

Dynasty Wealth Management first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $112M in Q4 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Dynasty Wealth Management held 664,407 shares of iShares 0-5 Year TIPS Bond ETF worth $67.9M as of Q2 2026.
Dynasty Wealth Management bought 14,311 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.48M.
iShares 0-5 Year TIPS Bond ETF made up 0.5% of Dynasty Wealth Management's portfolio in Q2 2026, its #42 holding.
Dynasty Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $112M in Q4 2025.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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