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

Lodestone 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	$469K	Sell	4,592 -386	-8%	-$39.8K	0.17%	120
2026 Q1	$515K	Hold	4,978	–	–	0.2%	105
2025 Q4	$510K	Hold	4,978	–	–	0.21%	103
2025 Q3	$515K	Sell	4,978 -73	-1%	-$7.53K	0.23%	100
2025 Q2	$520K	Sell	5,051 -58	-1%	-$5.95K	0.25%	95
2025 Q1	$529K	Sell	5,109 -24	-0.5%	-$2.44K	0.28%	83
2024 Q4	$516K	Sell	5,133 -91	-2%	-$9.17K	0.26%	90
2024 Q3	$529K	Sell	5,224 -63	-1%	-$6.31K	0.26%	84
2024 Q2	$526K	Sell	5,287 -42	-0.8%	-$4.17K	0.28%	88
2024 Q1	$530K	Sell	5,329 -152	-3%	-$15K	0.28%	83
2023 Q4	$540K	Sell	5,481 -790	-13%	-$77K	0.31%	74
2023 Q3	$608K	Sell	6,271 -68	-1%	-$6.61K	0.43%	61
2023 Q2	$619K	Buy	6,339 +79	+1%	+$7.77K	0.42%	64
2023 Q1	$621K	Buy	6,260 +162	+3%	+$15.8K	0.48%	60
2022 Q4	$591K	Buy	+6,098	New	+$592K	0.48%	59

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

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

Lodestone Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.8% in Q2 2026, selling an estimated $39.8K and leaving 4,592 shares worth $469K. The position accounts for 0.17% of the portfolio, ranked #120.

Lodestone Wealth Management first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $621K in Q1 2023. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Lodestone Wealth Management held 4,592 shares of iShares 0-5 Year TIPS Bond ETF worth $469K as of Q2 2026.
Lodestone Wealth Management sold 386 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $39.8K.
iShares 0-5 Year TIPS Bond ETF made up 0.17% of Lodestone Wealth Management's portfolio in Q2 2026, its #120 holding.
Lodestone Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $621K in Q1 2023.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.