Golden State Equity Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Golden State Equity 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	–	Sell	-5,508	Closed	-$570K	–	1579
2026 Q1	$570K	Buy	+5,508	New	+$567K	0.04%	416
2025 Q2	–	Sell	-3,393	Closed	-$351K	–	476
2025 Q1	$351K	Buy	3,393 +375	+12%	+$38.2K	0.07%	311
2024 Q4	$304K	Buy	3,018 +149	+5%	+$15K	0.06%	334
2024 Q3	$291K	Sell	2,869 -29	-1%	-$2.9K	0.05%	346
2024 Q2	$288K	Buy	+2,898	New	+$288K	0.06%	330
2023 Q4	$233K	Sell	2,366 -1,433	-38%	-$140K	0.06%	320
2023 Q3	$368K	Sell	3,799 -160	-4%	-$15.5K	0.1%	211
2023 Q2	$386K	Sell	3,959 -2,982	-43%	-$293K	0.11%	220
2023 Q1	$689K	Buy	+6,941	New	+$678K	0.37%	76
2022 Q1	$971K	Buy	+9,250	New	+$974K	0.49%	60

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

Golden State Equity Partners's STIP Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 5,508 shares — an estimated $570K sold.

Golden State Equity Partners first reported a position in STIP in Q1 2022 and held it in 10 quarters. The position peaked at $971K in Q1 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Golden State Equity Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,508 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $570K.
Golden State Equity Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 10 quarters.
Golden State Equity Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $971K in Q1 2022.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.