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Merkkuri Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Merkkuri Wealth Advisors’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 		– Sell
-76
Closed -$7.88K – 314
2026
Q1 		$7.88K Buy
+76
New +$7.83K 0.01% 231

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

Merkkuri Wealth Advisors's STIP Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 76 shares — an estimated $7.88K sold.

Merkkuri Wealth Advisors first reported a position in STIP in Q1 2026 and held it in 1 quarter. The position peaked at $7.88K in Q1 2026. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 76 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $7.88K.
  • Merkkuri Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $7.88K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.