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

Gen-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	$233K	Buy	2,277 +1,729	+316%	+$178K	0.06%	227
2026 Q1	$56.7K	Sell	548 -30	-5%	-$3.09K	0.02%	382
2025 Q4	$59.2K	Sell	578 -3,427	-86%	-$353K	0.02%	373
2025 Q3	$414K	Buy	4,005 +7	+0.2%	+$722	0.14%	174
2025 Q2	$411K	Buy	3,998 +3,466	+652%	+$356K	0.16%	152
2025 Q1	$55.1K	Buy	+532	New	+$54.2K	0.02%	330

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

Gen-Wealth Partners's STIP Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 316% in Q2 2026, buying an estimated $178K and bringing the position to 2,277 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #227.

Gen-Wealth Partners first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $414K in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Gen-Wealth Partners held 2,277 shares of iShares 0-5 Year TIPS Bond ETF worth $233K as of Q2 2026.
Gen-Wealth Partners bought 1,729 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $178K.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #227 holding.
Gen-Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
Gen-Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $414K in Q3 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.