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

Liberty 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	$217K	Hold	2,098	–	–	0.03%	253
2026 Q1	$217K	Sell	2,098 -4,196	-67%	-$432K	0.03%	253
2025 Q4	$644K	Sell	6,294 -469	-7%	-$48.3K	0.08%	120
2025 Q3	$699K	Buy	6,763 +1,125	+20%	+$116K	0.1%	107
2025 Q2	$580K	Buy	+5,638	New	+$578K	0.09%	115
2020 Q1	–	Sell	-32	Closed	-$3K	–	984
2019 Q4	$3K	Buy	+32	New	+$3.21K	﹤0.01%	742

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 22.9% 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

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

Liberty Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,098 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #253.

Liberty Wealth Management first reported a position in STIP in Q4 2019 and has held it in 6 quarters since. The position peaked at $699K in Q3 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Liberty Wealth Management held 2,098 shares of iShares 0-5 Year TIPS Bond ETF worth $217K as of Q2 2026.
Liberty Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #253 holding.
Liberty Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 6 quarters since.
Liberty Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $699K in Q3 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.