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Equita Financial Network’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Equita Financial Network’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 		$8.26M Buy
80,871
+3,519
+5% +$363K 2.29% 12
2026
Q1 		$8M Sell
77,352
-179
-0.2% -$18.4K 2.52% 11
2025
Q4 		$7.94M Buy
77,531
+11,278
+17% +$1.16M 2.39% 11
2025
Q3 		$6.85M Buy
66,253
+6,606
+11% +$681K 2.31% 12
2025
Q2 		$6.14M Sell
59,647
-1,990
-3% -$204K 2.44% 11
2025
Q1 		$6.38M Buy
61,637
+4,563
+8% +$465K 2.23% 13
2024
Q4 		$5.74M Buy
57,074
+3,504
+7% +$353K 2.08% 16
2024
Q3 		$5.43M Buy
53,570
+5,216
+11% +$522K 1.98% 16
2024
Q2 		$4.81M Buy
48,354
+2,805
+6% +$278K 2.01% 18
2024
Q1 		$4.53M Buy
45,549
+7,307
+19% +$722K 2.03% 19
2023
Q4 		$3.77M Sell
38,242
-224
-0.6% -$21.8K 2.01% 21
2023
Q3 		$3.73M Buy
+38,466
New +$3.74M 2.29% 18

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

Equita Financial Network's STIP Position: Q2 2026 in Review

Equita Financial Network increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.5% in Q2 2026, buying an estimated $363K and bringing the position to 80,871 shares worth $8.26M. The position accounts for 2.29% of the portfolio, ranked #12.

Equita Financial Network first reported a position in STIP in Q3 2023 and has held it in 12 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Equita Financial Network held 80,871 shares of iShares 0-5 Year TIPS Bond ETF worth $8.26M as of Q2 2026.
  • Equita Financial Network bought 3,519 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $363K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.29% of Equita Financial Network's portfolio in Q2 2026, its #12 holding.
  • Equita Financial Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.