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J.W. Coons Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

J.W. Coons 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
2025
Q2 		$565K Buy
5,495
+415
+8% +$42.6K 0.13% 147
2025
Q1 		$526K Buy
5,080
+520
+11% +$53K 0.14% 139
2024
Q4 		$459K Buy
4,560
+1,930
+73% +$195K 0.12% 153
2024
Q3 		$266K Sell
2,630
-215
-8% -$21.5K 0.07% 206
2024
Q2 		$283K Buy
+2,845
New +$282K 0.07% 199

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J.W. Coons Advisors's STIP Position: Q2 2025 in Review

J.W. Coons Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.2% in Q2 2025, buying an estimated $42.6K and bringing the position to 5,495 shares worth $565K. The position accounts for 0.13% of the portfolio, ranked #147.

J.W. Coons Advisors first reported a position in STIP in Q2 2024 and has held it in 5 quarters since. 756 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • J.W. Coons Advisors held 5,495 shares of iShares 0-5 Year TIPS Bond ETF worth $565K as of Q2 2025.
  • J.W. Coons Advisors bought 415 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $42.6K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of J.W. Coons Advisors's portfolio in Q2 2025, its #147 holding.
  • J.W. Coons Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.