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LPWM LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LPWM LLC’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 		$205K Buy
+2,004
New +$207K 0.05% 96
2022
Q4 		– Sell
-2,768
Closed -$266K – 62
2022
Q3 		$266K Buy
+2,768
New +$277K 0.16% 52

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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

LPWM LLC's STIP Position: Q2 2026 in Review

LPWM LLC opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,004 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #96 among its holdings. This is a return to the name: LPWM LLC previously reported a position in STIP as recently as Q3 2022.

LPWM LLC first reported a position in STIP in Q3 2022 and has held it in 2 quarters since. The position peaked at $266K in Q3 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • LPWM LLC held 2,004 shares of iShares 0-5 Year TIPS Bond ETF worth $205K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new LPWM LLC position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of LPWM LLC's portfolio in Q2 2026, its #96 holding.
  • LPWM LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • LPWM LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $266K in Q3 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.