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Obermeyer Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Obermeyer Wealth Partners’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 		$411K Sell
4,021
-305
-7% -$31.5K 0.02% 200
2026
Q1 		$447K Hold
4,326
– – 0.02% 187
2025
Q4 		$443K Sell
4,326
-251
-5% -$25.8K 0.02% 186
2025
Q3 		$473K Sell
4,577
-341
-7% -$35.2K 0.02% 174
2025
Q2 		$506K Sell
4,918
-51
-1% -$5.23K 0.03% 160
2025
Q1 		$514K Sell
4,969
-1,011
-17% -$103K 0.03% 149
2024
Q4 		$602K Sell
5,980
-461
-7% -$46.5K 0.03% 134
2024
Q3 		$653K Sell
6,441
-513
-7% -$51.4K 0.03% 128
2024
Q2 		$692K Sell
6,954
-675
-9% -$67K 0.04% 120
2024
Q1 		$759K Sell
7,629
-1,336
-15% -$132K 0.04% 109
2023
Q4 		$884K Sell
8,965
-1,152
-11% -$112K 0.06% 82
2023
Q3 		$981K Sell
10,117
-76
-0.7% -$7.38K 0.07% 68
2023
Q2 		$995K Buy
10,193
+4,175
+69% +$411K 0.07% 70
2023
Q1 		$607K Buy
6,018
+3,561
+145% +$348K 0.05% 103
2022
Q4 		$238K Buy
2,457
+257
+12% +$25K 0.02% 190
2022
Q3 		$211K Hold
2,200
– – 0.02% 192
2022
Q2 		$223K Hold
2,200
– – 0.02% 182
2022
Q1 		$231K Hold
2,200
– – 0.01% 208
2021
Q4 		$233K Hold
2,200
– – 0.01% 208
2021
Q3 		$232K Hold
2,200
– – 0.01% 190
2021
Q2 		$234K Buy
+2,200
New +$234K 0.01% 190

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

Obermeyer Wealth Partners's STIP Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.1% in Q2 2026, selling an estimated $31.5K and leaving 4,021 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #200.

Obermeyer Wealth Partners first reported a position in STIP in Q2 2021 and has held it in 21 quarters since. The position peaked at $995K in Q2 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Obermeyer Wealth Partners held 4,021 shares of iShares 0-5 Year TIPS Bond ETF worth $411K as of Q2 2026.
  • Obermeyer Wealth Partners sold 305 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $31.5K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • Obermeyer Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Obermeyer Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $995K in Q2 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.