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

FAS Wealth 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	$4.09K	Hold	40	–	–	﹤0.01%	504
2026 Q1	$4.14K	Sell	40 -35	-47%	-$3.6K	﹤0.01%	489
2025 Q4	$7.68K	Buy	75 +35	+88%	+$3.6K	﹤0.01%	466
2025 Q3	$4.13K	Hold	40	–	–	﹤0.01%	444
2025 Q2	$4.12K	Hold	40	–	–	﹤0.01%	432
2025 Q1	$4.14K	Hold	40	–	–	﹤0.01%	409
2024 Q4	$4.02K	Hold	40	–	–	﹤0.01%	413
2024 Q3	$4.05K	Hold	40	–	–	﹤0.01%	422
2024 Q2	$3.98K	Hold	40	–	–	﹤0.01%	415
2024 Q1	$3.98K	Hold	40	–	–	﹤0.01%	423
2023 Q4	$3.94K	Sell	40 -1,051	-96%	-$102K	﹤0.01%	410
2023 Q3	$106K	Buy	1,091 +1,051	+2,628%	+$102K	0.01%	298
2023 Q2	$3.9K	Hold	40	–	–	﹤0.01%	381
2023 Q1	$3.97K	Buy	40 +1	+3%	+$98	﹤0.01%	403
2022 Q4	$3.75K	Buy	39 +1	+3%	+$97	﹤0.01%	400
2022 Q3	$4K	Buy	+38	New	+$3.81K	﹤0.01%	383

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

FAS Wealth Partners's STIP Position: Q2 2026 in Review

FAS Wealth Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 40 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

FAS Wealth Partners first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $106K in Q3 2023. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

FAS Wealth Partners held 40 shares of iShares 0-5 Year TIPS Bond ETF worth $4.09K as of Q2 2026.
FAS Wealth Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #504 holding.
FAS Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
FAS Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $106K in Q3 2023.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.