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

Golden State 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 		$331K Buy
3,242
+2,909
+874% +$300K 0.03% 337
2026
Q1 		$34.4K Buy
+333
New +$34.3K ﹤0.01% 777
2022
Q1 		– Sell
-4,270
Closed -$452K – 358
2021
Q4 		$452K Buy
+4,270
New +$452K 0.08% 230

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Golden State Wealth Management's STIP Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 874% in Q2 2026, buying an estimated $300K and bringing the position to 3,242 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #337.

Golden State Wealth Management first reported a position in STIP in Q4 2021 and has held it in 3 quarters since. The position peaked at $452K in Q4 2021. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Golden State Wealth Management held 3,242 shares of iShares 0-5 Year TIPS Bond ETF worth $331K as of Q2 2026.
  • Golden State Wealth Management bought 2,909 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $300K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Golden State Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Golden State Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $452K in Q4 2021.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.