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

Jeppson 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 		$17.4M Sell
170,049
-1,417
-0.8% -$146K 5.12% 2
2026
Q1 		$17.7M Buy
171,466
+663
+0.4% +$68.3K 5.56% 2
2025
Q4 		$17.5M Sell
170,803
-6,158
-3% -$634K 5.54% 2
2025
Q3 		$18.3M Sell
176,961
-5,479
-3% -$565K 5.83% 2
2025
Q2 		$18.8M Sell
182,440
-1,500
-0.8% -$154K 6.49% 2
2025
Q1 		$19M Sell
183,940
-139
-0.1% -$14.2K 6.97% 2
2024
Q4 		$18.5M Sell
184,079
-191
-0.1% -$19.3K 6.72% 2
2024
Q3 		$18.7M Sell
184,270
-581
-0.3% -$58.2K 6.69% 2
2024
Q2 		$18.4M Sell
184,851
-5,882
-3% -$584K 7.02% 2
2024
Q1 		$19M Sell
190,733
-415
-0.2% -$41K 7.36% 1
2023
Q4 		$18.8M Sell
191,148
-21,841
-10% -$2.13M 7.8% 2
2023
Q3 		$20.6M Sell
212,989
-9,250
-4% -$899K 9.46% 1
2023
Q2 		$21.7M Sell
222,239
-11,347
-5% -$1.12M 9.44% 1
2023
Q1 		$23.2M Sell
233,586
-45,602
-16% -$4.46M 10.09% 1
2022
Q4 		$27.1M Buy
279,188
+117,773
+73% +$11.4M 11.38% 1
2022
Q3 		$15.5M Sell
161,415
-14,971
-8% -$1.5M 7.03% 2
2022
Q2 		$17.9M Buy
176,386
+106,562
+153% +$11M 7.69% 2
2022
Q1 		$7.33M Buy
+69,824
New +$7.35M 3.42% 3

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

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

Jeppson Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.83% in Q2 2026, selling an estimated $146K and leaving 170,049 shares worth $17.4M. The position accounts for 5.12% of the portfolio, ranked #2.

Jeppson Wealth Management first reported a position in STIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $27.1M in Q4 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Jeppson Wealth Management held 170,049 shares of iShares 0-5 Year TIPS Bond ETF worth $17.4M as of Q2 2026.
  • Jeppson Wealth Management sold 1,417 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $146K.
  • iShares 0-5 Year TIPS Bond ETF made up 5.12% of Jeppson Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Jeppson Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Jeppson Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $27.1M in Q4 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.