Integrated Wealth Concepts
STIP icon

Integrated Wealth Concepts’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Integrated Wealth Concepts’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 		$22.4M Buy
218,961
+6,749
+3% +$696K 0.15% 140
2026
Q1 		$21.9M Buy
212,212
+47,436
+29% +$4.88M 0.18% 121
2025
Q4 		$16.9M Sell
164,776
-20,676
-11% -$2.13M 0.2% 104
2025
Q3 		$19.2M Buy
185,452
+16,999
+10% +$1.75M 0.17% 126
2025
Q2 		$17.3M Sell
168,453
-169,028
-50% -$17.3M 0.17% 125
2025
Q1 		$34.9M Buy
337,481
+42,217
+14% +$4.3M 0.41% 46
2024
Q4 		$29.7M Buy
295,264
+95,994
+48% +$9.7M 0.35% 57
2024
Q3 		$20.2M Buy
199,270
+99,455
+100% +$10M 0.25% 93
2024
Q2 		$9.9M Buy
99,815
+22,715
+29% +$2.25M 0.14% 157
2024
Q1 		$7.67M Sell
77,100
-37,784
-33% -$3.73M 0.11% 199
2023
Q4 		$11.3M Sell
114,884
-51,255
-31% -$4.99M 0.19% 132
2023
Q3 		$16.1M Sell
166,139
-87,424
-34% -$8.49M 0.28% 86
2023
Q2 		$24.7M Buy
253,563
+176,212
+228% +$17.3M 0.42% 48
2023
Q1 		$7.68M Buy
77,351
+34,311
+80% +$3.35M 0.16% 140
2022
Q4 		$4.17M Buy
43,040
+9,322
+28% +$906K 0.11% 179
2022
Q3 		$3.24M Buy
33,718
+306
+0.9% +$30.6K 0.1% 194
2022
Q2 		$3.39M Sell
33,412
-10,622
-24% -$1.1M 0.11% 184
2022
Q1 		$4.62M Buy
44,034
+171
+0.4% +$18K 0.14% 140
2021
Q4 		$4.64M Buy
43,863
+4,029
+10% +$427K 0.14% 135
2021
Q3 		$4.21M Buy
39,834
+25,529
+178% +$2.71M 0.14% 137
2021
Q2 		$1.52M Buy
14,305
+2,114
+17% +$224K 0.05% 265
2021
Q1 		$1.29M Buy
+12,191
New +$1.28M 0.05% 256

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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Ritholtz Wealth Management
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 22.9% 1-Year Est. Return
Coldstream Capital Management
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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Integrated Wealth Concepts's STIP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.2% in Q2 2026, buying an estimated $696K and bringing the position to 218,961 shares worth $22.4M. The position accounts for 0.15% of the portfolio, ranked #140.

Integrated Wealth Concepts first reported a position in STIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $34.9M in Q1 2025. 829 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Integrated Wealth Concepts held 218,961 shares of iShares 0-5 Year TIPS Bond ETF worth $22.4M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,749 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $696K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.15% of Integrated Wealth Concepts's portfolio in Q2 2026, its #140 holding.
  • Integrated Wealth Concepts first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's iShares 0-5 Year TIPS Bond ETF position peaked at $34.9M in Q1 2025.
  • 829 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.