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

Grand 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 		$499K Buy
4,883
+1,815
+59% +$187K 0.21% 27
2026
Q1 		$317K Sell
3,068
-1,130
-27% -$116K 0.15% 31
2025
Q4 		$430K Buy
4,198
+436
+12% +$44.9K 0.19% 25
2025
Q3 		$389K Sell
3,762
-215
-5% -$22.2K 0.19% 26
2025
Q2 		$409K Buy
3,977
+65
+2% +$6.67K 0.21% 26
2025
Q1 		$405K Sell
3,912
-966
-20% -$98.4K 0.22% 25
2024
Q4 		$491K Sell
4,878
-139
-3% -$14K 0.27% 25
2024
Q3 		$508K Sell
5,017
-16
-0.3% -$1.6K 0.29% 25
2024
Q2 		$501K Sell
5,033
-2,066
-29% -$205K 0.3% 25
2024
Q1 		$706K Buy
7,099
+3,813
+116% +$377K 0.34% 27
2023
Q4 		$324K Buy
+3,286
New +$320K 0.18% 32
2022
Q4 		– Sell
-19,537
Closed -$1.88M – 62
2022
Q3 		$1.88M Buy
19,537
+6,804
+53% +$681K 0.99% 18
2022
Q2 		$1.29M Sell
12,733
-88
-0.7% -$9.09K 0.66% 19
2022
Q1 		$1.34M Buy
12,821
+1,307
+11% +$138K 0.63% 18
2021
Q4 		$1.22M Buy
+11,514
New +$1.22M 0.55% 17

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

Grand Wealth Management's STIP Position: Q2 2026 in Review

Grand Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 59% in Q2 2026, buying an estimated $187K and bringing the position to 4,883 shares worth $499K. The position accounts for 0.21% of the portfolio, ranked #27.

Grand Wealth Management first reported a position in STIP in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.88M in Q3 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Grand Wealth Management held 4,883 shares of iShares 0-5 Year TIPS Bond ETF worth $499K as of Q2 2026.
  • Grand Wealth Management bought 1,815 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $187K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.21% of Grand Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Grand Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Grand Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.88M in Q3 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.