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

Focus Partners 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	$7.7M	Buy	75,419 +3,524	+5%	+$363K	0.01%	800
2026 Q1	$7.47M	Buy	71,895 +24,011	+50%	+$2.47M	0.01%	812
2025 Q4	$4.9M	Buy	47,884 +8,575	+22%	+$883K	0.01%	950
2025 Q3	$4.06M	Buy	39,309 +3,394	+9%	+$350K	0.01%	815
2025 Q2	$3.7M	Buy	35,915 +7,123	+25%	+$731K	0.01%	762
2025 Q1	$2.98M	Sell	28,792 -1,718	-6%	-$175K	0.01%	753
2024 Q4	$3.07M	Buy	30,510 +1,765	+6%	+$178K	0.01%	747
2024 Q3	$2.91M	Buy	28,745 +22,283	+345%	+$2.23M	0.01%	687
2024 Q2	$643K	Buy	6,462 +21	+0.3%	+$2.08K	﹤0.01%	895
2024 Q1	$640K	Buy	+6,441	New	+$637K	0.01%	674

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

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

Focus Partners Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.9% in Q2 2026, buying an estimated $363K and bringing the position to 75,419 shares worth $7.7M. The position accounts for 0.01% of the portfolio, ranked #800.

Focus Partners Wealth first reported a position in STIP in Q1 2024 and has held it in 10 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Focus Partners Wealth held 75,419 shares of iShares 0-5 Year TIPS Bond ETF worth $7.7M as of Q2 2026.
Focus Partners Wealth bought 3,524 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $363K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #800 holding.
Focus Partners Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.