Icon Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Icon Wealth Advisors’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	$201K	Buy	+1,970	New	+$203K	0.01%	410
2025 Q4	–	Sell	-12,504	Closed	-$1.29M	–	507
2025 Q3	$1.29M	Sell	12,504 -2,511	-17%	-$259K	0.09%	158
2025 Q2	$1.55M	Buy	15,015 +12,773	+570%	+$1.31M	0.11%	139
2025 Q1	$232K	Buy	+2,242	New	+$228K	0.02%	324
2022 Q4	$423K	Sell	4,367 -578	-12%	-$56.2K	0.05%	209
2022 Q3	$475K	Buy	+4,945	New	+$495K	0.06%	189

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

Icon Wealth Advisors's STIP Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 1,970 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in STIP as recently as Q3 2025.

Icon Wealth Advisors first reported a position in STIP in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Icon Wealth Advisors held 1,970 shares of iShares 0-5 Year TIPS Bond ETF worth $201K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Icon Wealth Advisors position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #410 holding.
Icon Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 6 quarters since.
Icon Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.55M in Q2 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.