JPLA
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Joseph P. Lucia & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Joseph P. Lucia & Associates’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 		$672K Sell
6,578
-50
-0.8% -$5.16K 0.2% 91
2026
Q1 		$686K Sell
6,628
-285
-4% -$29.3K 0.25% 87
2025
Q4 		$708K Sell
6,913
-1,245
-15% -$128K 0.26% 82
2025
Q3 		$843K Sell
8,158
-280
-3% -$28.9K 0.32% 74
2025
Q2 		$868K Sell
8,438
-545
-6% -$55.9K 0.36% 73
2025
Q1 		$929K Sell
8,983
-100
-1% -$10.2K 0.42% 67
2024
Q4 		$914K Sell
9,083
-527
-5% -$53.1K 0.41% 63
2024
Q3 		$974K Sell
9,610
-2,145
-18% -$215K 0.45% 62
2024
Q2 		$1.17M Sell
11,755
-1,348
-10% -$134K 0.6% 50
2024
Q1 		$1.3M Sell
13,103
-1,119
-8% -$111K 0.7% 45
2023
Q4 		$1.4M Sell
14,222
-2,042
-13% -$199K 0.87% 37
2023
Q3 		$1.58M Sell
16,264
-708
-4% -$68.8K 1.1% 34
2023
Q2 		$1.66M Sell
16,972
-1,187
-7% -$117K 1.11% 31
2023
Q1 		$1.8M Sell
18,159
-1,697
-9% -$166K 1.26% 30
2022
Q4 		$1.93M Sell
19,856
-1,550
-7% -$151K 1.44% 27
2022
Q3 		$2.06M Buy
21,406
+720
+3% +$72.1K 1.62% 20
2022
Q2 		$2.1M Buy
+20,686
New +$2.14M 1.48% 20

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

Joseph P. Lucia & Associates's STIP Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.75% in Q2 2026, selling an estimated $5.16K and leaving 6,578 shares worth $672K. The position accounts for 0.2% of the portfolio, ranked #91.

Joseph P. Lucia & Associates first reported a position in STIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.1M in Q2 2022. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Joseph P. Lucia & Associates held 6,578 shares of iShares 0-5 Year TIPS Bond ETF worth $672K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 50 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.16K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.2% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #91 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Joseph P. Lucia & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $2.1M in Q2 2022.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.