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Essential Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Essential Partners’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 		$353K Sell
3,451
-360
-9% -$37.1K 0.16% 126
2026
Q1 		$394K Buy
3,811
+237
+7% +$24.4K 0.13% 175
2025
Q4 		$366K Hold
3,574
– – 0.11% 229
2025
Q3 		$369K Sell
3,574
-209
-6% -$21.6K 0.12% 215
2025
Q2 		$389K Buy
+3,783
New +$388K 0.16% 190

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

Essential Partners's STIP Position: Q2 2026 in Review

Essential Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.4% in Q2 2026, selling an estimated $37.1K and leaving 3,451 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #126.

Essential Partners first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $394K in Q1 2026. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Essential Partners held 3,451 shares of iShares 0-5 Year TIPS Bond ETF worth $353K as of Q2 2026.
  • Essential Partners sold 360 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $37.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.16% of Essential Partners's portfolio in Q2 2026, its #126 holding.
  • Essential Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $394K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.