Lazari Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lazari Capital 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	$2.16M	Sell	21,101 -204	-1%	-$21K	0.66%	26
2026 Q1	$2.2M	Buy	21,305 +242	+1%	+$24.9K	0.77%	24
2025 Q4	$2.16M	Sell	21,063 -200	-0.9%	-$20.6K	0.72%	22
2025 Q3	$2.2M	Sell	21,263 -1,074	-5%	-$111K	0.74%	22
2025 Q2	$2.3M	Sell	22,337 -293	-1%	-$30.1K	0.87%	22
2025 Q1	$2.34M	Sell	22,630 -817	-3%	-$83.2K	0.96%	20
2024 Q4	$2.36M	Buy	23,447 +2,875	+14%	+$290K	0.94%	19
2024 Q3	$2.08M	Buy	20,572 +732	+4%	+$73.3K	0.89%	23
2024 Q2	$1.97M	Buy	+19,840	New	+$1.97M	0.89%	22

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

Lazari Capital Management's STIP Position: Q2 2026 in Review

Lazari Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.96% in Q2 2026, selling an estimated $21K and leaving 21,101 shares worth $2.16M. The position accounts for 0.66% of the portfolio, ranked #26.

Lazari Capital Management first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.36M in Q4 2024. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Lazari Capital Management held 21,101 shares of iShares 0-5 Year TIPS Bond ETF worth $2.16M as of Q2 2026.
Lazari Capital Management sold 204 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $21K.
iShares 0-5 Year TIPS Bond ETF made up 0.66% of Lazari Capital Management's portfolio in Q2 2026, its #26 holding.
Lazari Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Lazari Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.36M in Q4 2024.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.