GeoWealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

GeoWealth Management’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	$220K	Sell	2,156 -704	-25%	-$72.6K	0.01%	754
2026 Q1	$296K	Buy	+2,860	New	+$294K	0.01%	614
2025 Q4	–	Sell	-1,912	Closed	-$198K	–	824
2025 Q3	$198K	Buy	1,912 +898	+89%	+$92.6K	0.01%	695
2025 Q2	$104K	Buy	+1,014	New	+$104K	﹤0.01%	801
2024 Q4	–	Sell	-663	Closed	-$67.2K	–	1876
2024 Q3	$67.2K	Buy	+663	New	+$66.4K	﹤0.01%	992
2024 Q2	–	Sell	-3,074	Closed	-$306K	–	943
2024 Q1	$306K	Sell	3,074 -806	-21%	-$79.7K	0.01%	569
2023 Q4	$383K	Buy	+3,880	New	+$378K	0.03%	378
2023 Q2	–	Sell	-10,575	Closed	-$1.05M	–	474
2023 Q1	$1.05M	Buy	+10,575	New	+$1.03M	0.12%	94
2022 Q2	–	Sell	-9,069	Closed	-$952K	–	392
2022 Q1	$952K	Buy	+9,069	New	+$955K	0.08%	150
2020 Q4	–	Sell	-21,607	Closed	-$2.25M	–	219
2020 Q3	$2.25M	Buy	21,607 +5,942	+38%	+$615K	0.68%	50
2020 Q2	$1.6M	Buy	+15,665	New	+$1.59M	0.66%	45

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

GeoWealth Management's STIP Position: Q2 2026 in Review

GeoWealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 25% in Q2 2026, selling an estimated $72.6K and leaving 2,156 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #754.

GeoWealth Management first reported a position in STIP in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.25M in Q3 2020. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

GeoWealth Management held 2,156 shares of iShares 0-5 Year TIPS Bond ETF worth $220K as of Q2 2026.
GeoWealth Management sold 704 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $72.6K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #754 holding.
GeoWealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and has held it in 11 quarters since.
GeoWealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.25M in Q3 2020.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.