L. Roy Papp & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

L. Roy Papp & 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	$960K	Buy	+9,400	New	+$970K	0.1%	97
2026 Q1	–	Sell	-9,400	Closed	-$962K	–	190
2025 Q4	$962K	Hold	9,400	–	–	0.11%	98
2025 Q3	$972K	Hold	9,400	–	–	0.11%	98
2025 Q2	$967K	Hold	9,400	–	–	0.11%	96
2025 Q1	$973K	Hold	9,400	–	–	0.12%	96
2024 Q4	$946K	Hold	9,400	–	–	0.11%	97
2024 Q3	$952K	Hold	9,400	–	–	0.12%	97
2024 Q2	$935K	Hold	9,400	–	–	0.11%	96
2024 Q1	$935K	Hold	9,400	–	–	0.11%	101
2023 Q4	$927K	Hold	9,400	–	–	0.12%	99
2023 Q3	$911K	Hold	9,400	–	–	0.12%	97
2023 Q2	$917K	Hold	9,400	–	–	0.12%	100
2023 Q1	$933K	Hold	9,400	–	–	0.13%	99
2022 Q4	$911K	Hold	9,400	–	–	0.13%	98
2022 Q3	$903K	Hold	9,400	–	–	0.14%	94
2022 Q2	$953K	Hold	9,400	–	–	0.14%	99
2022 Q1	$986K	Hold	9,400	–	–	0.12%	102
2021 Q4	$995K	Hold	9,400	–	–	0.11%	98
2021 Q3	$993K	Buy	9,400 +4,650	+98%	+$493K	0.13%	96
2021 Q2	$505K	Hold	4,750	–	–	0.06%	127
2021 Q1	$502K	Buy	+4,750	New	+$500K	0.07%	121

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

L. Roy Papp & Associates's STIP Position: Q2 2026 in Review

L. Roy Papp & Associates opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 9,400 shares worth $960K. The stake represents 0.1% of the portfolio and ranks #97 among its holdings. This is a return to the name: L. Roy Papp & Associates previously reported a position in STIP as recently as Q4 2025.

L. Roy Papp & Associates first reported a position in STIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $995K in Q4 2021. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

L. Roy Papp & Associates held 9,400 shares of iShares 0-5 Year TIPS Bond ETF worth $960K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new L. Roy Papp & Associates position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.1% of L. Roy Papp & Associates's portfolio in Q2 2026, its #97 holding.
L. Roy Papp & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
L. Roy Papp & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $995K in Q4 2021.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.