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

One 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	$979K	Buy	9,584 +878	+10%	+$90.6K	0.11%	104
2026 Q1	$900K	Buy	8,706 +1,891	+28%	+$195K	0.11%	101
2025 Q4	$698K	Sell	6,815 -16,090	-70%	-$1.66M	0.09%	126
2025 Q3	$2.37M	Buy	22,905 +1,397	+6%	+$144K	0.3%	62
2025 Q2	$2.21M	Buy	21,508 +13,965	+185%	+$1.43M	0.31%	63
2025 Q1	$780K	Buy	+7,543	New	+$769K	0.12%	108
2023 Q1	–	Sell	-1,486	Closed	-$144K	–	547
2022 Q4	$144K	Sell	1,486 -4,204	-74%	-$408K	0.03%	240
2022 Q3	$547K	Buy	+5,690	New	+$570K	0.18%	73

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

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

One Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 10% in Q2 2026, buying an estimated $90.6K and bringing the position to 9,584 shares worth $979K. The position accounts for 0.11% of the portfolio, ranked #104.

One Wealth Advisors first reported a position in STIP in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.37M in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

One Wealth Advisors held 9,584 shares of iShares 0-5 Year TIPS Bond ETF worth $979K as of Q2 2026.
One Wealth Advisors bought 878 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $90.6K.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of One Wealth Advisors's portfolio in Q2 2026, its #104 holding.
One Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 8 quarters since.
One Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.37M in Q3 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.