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

EP Wealth Advisors’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	$684K	Sell	6,699 -281	-4%	-$29K	﹤0.01%	887
2026 Q1	$722K	Buy	6,980 +3,146	+82%	+$324K	﹤0.01%	754
2025 Q4	$393K	Buy	+3,834	New	+$395K	﹤0.01%	988
2025 Q2	$1.01M	Buy	9,805 +4,166	+74%	+$427K	0.01%	566
2025 Q1	$583K	Sell	5,639 -3,856	-41%	-$393K	﹤0.01%	648
2024 Q4	$955K	Sell	9,495 -588	-6%	-$59.3K	0.01%	513
2024 Q3	$1.02M	Sell	10,083 -3,051	-23%	-$306K	0.01%	491
2024 Q2	$1.31M	Buy	13,134 +2,037	+18%	+$202K	0.01%	343
2024 Q1	$1.1M	Sell	11,097 -1,186	-10%	-$117K	0.01%	362
2023 Q4	$1.21M	Buy	12,283 +69	+0.6%	+$6.72K	0.02%	337
2023 Q3	$1.18M	Sell	12,214 -144,833	-92%	-$14.1M	0.02%	300
2023 Q2	$1.08M	Buy	157,047 +137,247	+693%	+$13.5M	0.02%	317
2023 Q1	$0	Buy	+19,800	New	+$1.94M	﹤0.01%	704
2022 Q2	–	Sell	-1,052	Closed	-$110K	–	692
2022 Q1	$110K	Buy	+1,052	New	+$111K	﹤0.01%	620

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

EP Wealth Advisors's STIP Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4% in Q2 2026, selling an estimated $29K and leaving 6,699 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

EP Wealth Advisors first reported a position in STIP in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q2 2024. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

EP Wealth Advisors held 6,699 shares of iShares 0-5 Year TIPS Bond ETF worth $684K as of Q2 2026.
EP Wealth Advisors sold 281 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $29K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #887 holding.
EP Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 14 quarters since.
EP Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.31M in Q2 2024.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.