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

Evexia Wealth’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	$1.01M	Sell	10,022 -441	-4%	-$45.5K	0.27%	44
2026 Q1	$1.08M	Buy	10,463 +1,476	+16%	+$152K	0.3%	44
2025 Q4	$922K	Sell	8,987 -4,109	-31%	-$423K	0.26%	46
2025 Q3	$1.36M	Buy	13,096 +699	+6%	+$72.1K	0.41%	43
2025 Q2	$1.28M	Sell	12,397 -5,881	-32%	-$603K	0.4%	44
2025 Q1	$1.88M	Buy	18,278 +470	+3%	+$47.9K	0.68%	40
2024 Q4	$1.81M	Sell	17,808 -20,496	-54%	-$2.07M	0.61%	40
2024 Q3	$3.86M	Buy	38,304 +5,088	+15%	+$510K	1.37%	26
2024 Q2	$3.3M	Buy	33,216 +11,852	+55%	+$1.18M	1.24%	30
2024 Q1	$2.12M	Buy	21,364 +1,866	+10%	+$184K	0.87%	32
2023 Q4	$1.92M	Sell	19,498 -5,533	-22%	-$539K	0.81%	34
2023 Q3	$2.43M	Buy	25,031 +2,115	+9%	+$205K	1.23%	30
2023 Q2	$2.23M	Buy	22,916 +289	+1%	+$28.4K	1.07%	30
2023 Q1	$2.24M	Buy	+22,627	New	+$2.21M	1.21%	29

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

Evexia Wealth's STIP Position: Q2 2026 in Review

Evexia Wealth reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.2% in Q2 2026, selling an estimated $45.5K and leaving 10,022 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #44.

Evexia Wealth first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.86M in Q3 2024. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Evexia Wealth held 10,022 shares of iShares 0-5 Year TIPS Bond ETF worth $1.01M as of Q2 2026.
Evexia Wealth sold 441 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $45.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.27% of Evexia Wealth's portfolio in Q2 2026, its #44 holding.
Evexia Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
Evexia Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.86M in Q3 2024.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.