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

M Wealth Management 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	$243K	Buy	+2,381	New	+$246K	0.19%	55

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

M Wealth Management LLC's STIP Position: Q2 2026 in Review

M Wealth Management LLC opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,381 shares worth $243K. The stake represents 0.19% of the portfolio and ranks #55 among its holdings.

822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

M Wealth Management LLC held 2,381 shares of iShares 0-5 Year TIPS Bond ETF worth $243K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new M Wealth Management LLC position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.19% of M Wealth Management LLC's portfolio in Q2 2026, its #55 holding.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.