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

&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	$4.15M	Buy	40,941 +19,106	+88%	+$1.97M	0.02%	668
2026 Q1	$2.32M	Buy	21,835 +8,285	+61%	+$853K	0.01%	839
2025 Q4	$1.36M	Sell	13,550 -4,189	-24%	-$431K	0.01%	1057
2025 Q3	$1.84M	Buy	17,739 +7,136	+67%	+$736K	0.01%	792
2025 Q2	$1.09M	Buy	10,603 +6,029	+132%	+$618K	0.01%	941
2025 Q1	$473K	Sell	4,574 -1,363	-23%	-$139K	0.01%	1160
2024 Q4	$592K	Sell	5,937 -1,724	-23%	-$174K	0.01%	1006
2024 Q3	$776K	Sell	7,661 -1,020	-12%	-$102K	0.02%	668
2024 Q2	$864K	Buy	8,681 +2,418	+39%	+$240K	0.04%	390
2024 Q1	$623K	Buy	+6,263	New	+$619K	0.09%	226

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

&Partners's STIP Position: Q2 2026 in Review

&Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 88% in Q2 2026, buying an estimated $1.97M and bringing the position to 40,941 shares worth $4.15M. The position accounts for 0.02% of the portfolio, ranked #668.

&Partners first reported a position in STIP in Q1 2024 and has held it in 10 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

&Partners held 40,941 shares of iShares 0-5 Year TIPS Bond ETF worth $4.15M as of Q2 2026.
&Partners bought 19,106 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.97M.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #668 holding.
&Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.