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Ethos Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ethos Capital 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 		$3.57M Sell
34,989
-95,725
-73% -$9.87M 2.54% 7
2026
Q1 		$13.5M Buy
130,714
+22,035
+20% +$2.27M 11.6% 1
2025
Q4 		$11.1M Buy
+108,679
New +$11.2M 10.48% 1

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Ethos Capital Management's STIP Position: Q2 2026 in Review

Ethos Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 73% in Q2 2026, selling an estimated $9.87M and leaving 34,989 shares worth $3.57M. The position accounts for 2.54% of the portfolio, ranked #7.

Ethos Capital Management first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5M in Q1 2026. 496 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Ethos Capital Management held 34,989 shares of iShares 0-5 Year TIPS Bond ETF worth $3.57M as of Q2 2026.
  • Ethos Capital Management sold 95,725 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $9.87M.
  • iShares 0-5 Year TIPS Bond ETF made up 2.54% of Ethos Capital Management's portfolio in Q2 2026, its #7 holding.
  • Ethos Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $13.5M in Q1 2026.
  • 496 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.