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

Financial Harvest’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	$475K	Sell	4,652 -32	-0.7%	-$3.3K	0.2%	37
2026 Q1	$484K	Buy	4,684 +47	+1%	+$4.84K	0.29%	30
2025 Q4	$475K	Buy	4,637 +62	+1%	+$6.38K	0.29%	33
2025 Q3	$473K	Buy	4,575 +10	+0.2%	+$1.03K	0.32%	33
2025 Q2	$470K	Buy	+4,565	New	+$468K	0.35%	32
2025 Q1	–	Sell	-4,811	Closed	-$484K	–	95
2024 Q4	$484K	Buy	+4,811	New	+$485K	0.41%	30

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

Financial Harvest's STIP Position: Q2 2026 in Review

Financial Harvest reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.68% in Q2 2026, selling an estimated $3.3K and leaving 4,652 shares worth $475K. The position accounts for 0.2% of the portfolio, ranked #37.

Financial Harvest first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $484K in Q1 2026. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Financial Harvest held 4,652 shares of iShares 0-5 Year TIPS Bond ETF worth $475K as of Q2 2026.
Financial Harvest sold 32 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.3K.
iShares 0-5 Year TIPS Bond ETF made up 0.2% of Financial Harvest's portfolio in Q2 2026, its #37 holding.
Financial Harvest first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
Financial Harvest's iShares 0-5 Year TIPS Bond ETF position peaked at $484K in Q1 2026.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.