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

Meridian 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 		$584K Buy
5,719
+51
+0.9% +$5.26K 0.02% 507
2026
Q1 		$586K Buy
5,668
+1,106
+24% +$114K 0.02% 474
2025
Q4 		$467K Sell
4,562
-40
-0.9% -$4.12K 0.02% 515
2025
Q3 		$476K Buy
4,602
+101
+2% +$10.4K 0.02% 485
2025
Q2 		$463K Buy
4,501
+394
+10% +$40.4K 0.02% 463
2025
Q1 		$425K Sell
4,107
-172
-4% -$17.5K 0.02% 440
2024
Q4 		$430K Sell
4,279
-1
-0% -$101 0.02% 441
2024
Q3 		$434K Sell
4,280
-55
-1% -$5.51K 0.02% 438
2024
Q2 		$431K Buy
+4,335
New +$430K 0.05% 190
2024
Q1 		– Sell
-4,961
Closed -$489K – 498
2023
Q4 		$489K Sell
4,961
-26
-0.5% -$2.53K 0.03% 387
2023
Q3 		$483K Buy
4,987
+179
+4% +$17.4K 0.03% 373
2023
Q2 		$469K Sell
4,808
-13,072
-73% -$1.29M 0.04% 339
2023
Q1 		$1.77M Sell
17,880
-812
-4% -$79.4K 0.15% 139
2022
Q4 		$1.81M Buy
18,692
+2,704
+17% +$263K 0.18% 125
2022
Q3 		$1.54M Buy
15,988
+362
+2% +$36.3K 0.17% 130
2022
Q2 		$1.58M Sell
15,626
-848
-5% -$87.6K 0.13% 174
2022
Q1 		$1.73M Sell
16,474
-197
-1% -$20.7K 0.19% 104
2021
Q4 		$1.76M Buy
16,671
+9,892
+146% +$1.05M 0.19% 102
2021
Q3 		$716K Buy
6,779
+1,773
+35% +$188K 0.09% 185
2021
Q2 		$532K Buy
5,006
+2,644
+112% +$281K 0.07% 216
2021
Q1 		$250K Buy
+2,362
New +$248K 0.04% 306

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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

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

Meridian Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.9% in Q2 2026, buying an estimated $5.26K and bringing the position to 5,719 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #507.

Meridian Wealth Management first reported a position in STIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q4 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Meridian Wealth Management held 5,719 shares of iShares 0-5 Year TIPS Bond ETF worth $584K as of Q2 2026.
  • Meridian Wealth Management bought 51 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.26K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #507 holding.
  • Meridian Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Meridian Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.81M in Q4 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.