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

Mosley 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 		$56.5K Sell
553
-2,836
-84% -$293K 0.02% 241
2026
Q1 		$350K Buy
3,389
+57
+2% +$5.87K 0.16% 117
2025
Q4 		$344K Buy
+3,332
New +$343K 0.16% 124

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 84% in Q2 2026, selling an estimated $293K and leaving 553 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #241.

Mosley Wealth Management first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $350K in Q1 2026. 566 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Mosley Wealth Management held 553 shares of iShares 0-5 Year TIPS Bond ETF worth $56.5K as of Q2 2026.
  • Mosley Wealth Management sold 2,836 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $293K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Mosley Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $350K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.