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

Gateway 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 		$798K Sell
7,807
-5,101
-40% -$526K 0.05% 360
2026
Q1 		$1.34M Buy
12,908
+6,725
+109% +$692K 0.05% 327
2025
Q4 		$633K Sell
6,183
-2,167
-26% -$223K 0.07% 247
2025
Q3 		$863K Buy
+8,350
New +$861K 0.12% 178

Other funds holding STIP

BlackRock
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

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

Gateway Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q2 2026, selling an estimated $526K and leaving 7,807 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #360.

Gateway Wealth Partners first reported a position in STIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2026. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Gateway Wealth Partners held 7,807 shares of iShares 0-5 Year TIPS Bond ETF worth $798K as of Q2 2026.
  • Gateway Wealth Partners sold 5,101 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $526K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #360 holding.
  • Gateway Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $1.34M in Q1 2026.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.