Horst & Graben Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Horst & Graben 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	$3.67M	Buy	+36,278	New	+$3.74M	0.48%	39
2025 Q4	–	Sell	-28,859	Closed	-$2.98M	–	187
2025 Q3	$2.98M	Buy	28,859 +3,267	+13%	+$337K	0.46%	40
2025 Q2	$2.63M	Buy	+25,592	New	+$2.63M	0.44%	41
2023 Q2	–	Sell	-2,058	Closed	-$204K	–	136
2023 Q1	$204K	Sell	2,058 -4,536	-69%	-$443K	0.05%	125
2022 Q4	$639K	Sell	6,594 -1,133	-15%	-$110K	0.17%	68
2022 Q3	$743K	Sell	7,727 -11,858	-61%	-$1.19M	0.21%	58
2022 Q2	$1.99M	Sell	19,585 -510	-3%	-$52.7K	0.54%	34
2022 Q1	$2.11M	Sell	20,095 -81,008	-80%	-$8.53M	0.52%	33
2021 Q4	$10.7M	Sell	101,103 -4,320	-4%	-$458K	2.68%	13
2021 Q3	$11.1M	Buy	105,423 +4,531	+4%	+$481K	3.07%	11
2021 Q2	$10.7M	Buy	+100,892	New	+$10.7M	2.99%	12

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

Horst & Graben Wealth Management's STIP Position: Q2 2026 in Review

Horst & Graben Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 36,278 shares worth $3.67M. The stake represents 0.48% of the portfolio and ranks #39 among its holdings. This is a return to the name: Horst & Graben Wealth Management previously reported a position in STIP as recently as Q3 2025.

Horst & Graben Wealth Management first reported a position in STIP in Q2 2021 and has held it in 11 quarters since. The position peaked at $11.1M in Q3 2021. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Horst & Graben Wealth Management held 36,278 shares of iShares 0-5 Year TIPS Bond ETF worth $3.67M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Horst & Graben Wealth Management position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.48% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #39 holding.
Horst & Graben Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 11 quarters since.
Horst & Graben Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $11.1M in Q3 2021.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.