Gilliland Jeter Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Gilliland Jeter Wealth 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	$1.08M	Buy	10,583 +323	+3%	+$33.3K	0.28%	75
2026 Q1	$1.06M	Buy	10,260 +360	+4%	+$37.1K	0.31%	69
2025 Q4	$1.01M	Sell	9,900 -310	-3%	-$31.9K	0.31%	69
2025 Q3	$1.06M	Buy	10,210 +115	+1%	+$11.9K	0.33%	64
2025 Q2	$1.04M	Buy	10,095 +462	+5%	+$47.4K	0.34%	68
2025 Q1	$997K	Buy	9,633 +1	+0%	+$102	0.35%	64
2024 Q4	$969K	Sell	9,632 -1,608	-14%	-$162K	0.33%	68
2024 Q3	$1.14M	Sell	11,240 -994	-8%	-$99.6K	0.37%	60
2024 Q2	$1.22M	Sell	12,234 -769	-6%	-$76.3K	0.41%	56
2024 Q1	$1.29M	Sell	13,003 -5,282	-29%	-$522K	0.45%	57
2023 Q4	$1.8M	Buy	+18,285	New	+$1.78M	0.75%	37

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Gilliland Jeter Wealth Management's STIP Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.1% in Q2 2026, buying an estimated $33.3K and bringing the position to 10,583 shares worth $1.08M. The position accounts for 0.28% of the portfolio, ranked #75.

Gilliland Jeter Wealth Management first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2023. 558 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Gilliland Jeter Wealth Management held 10,583 shares of iShares 0-5 Year TIPS Bond ETF worth $1.08M as of Q2 2026.
Gilliland Jeter Wealth Management bought 323 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $33.3K.
iShares 0-5 Year TIPS Bond ETF made up 0.28% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #75 holding.
Gilliland Jeter Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.8M in Q4 2023.
558 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.