PWP
STIP icon

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

Perfromance 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 		$5.54M Buy
54,213
+309
+0.6% +$31.9K 0.14% 36
2026
Q1 		$5.58M Sell
53,904
-460
-0.8% -$47.4K 0.16% 30
2025
Q4 		$5.57M Buy
54,364
+981
+2% +$101K 0.15% 29
2025
Q3 		$5.52M Sell
53,383
-256
-0.5% -$26.4K 0.15% 28
2025
Q2 		$5.52M Sell
53,639
-380
-0.7% -$39K 0.18% 28
2025
Q1 		$5.59M Sell
54,019
-62
-0.1% -$6.32K 0.2% 27
2024
Q4 		$5.44M Buy
54,081
+702
+1% +$70.8K 0.17% 26
2024
Q3 		$5.41M Buy
53,379
+57
+0.1% +$5.71K 0.19% 26
2024
Q2 		$5.3M Sell
53,322
-6,269
-11% -$622K 0.2% 24
2024
Q1 		$5.93M Sell
59,591
-2,760
-4% -$273K 0.25% 30
2023
Q4 		$6.15M Buy
62,351
+4,818
+8% +$469K 0.27% 29
2023
Q3 		$5.58M Buy
57,533
+8,019
+16% +$779K 0.27% 32
2023
Q2 		$4.8M Buy
49,514
+7,547
+18% +$742K 0.22% 37
2023
Q1 		$4.16M Buy
41,967
+29,641
+240% +$2.9M 0.21% 37
2022
Q4 		$1.2M Buy
+12,326
New +$1.2M 0.07% 65

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

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

Perfromance Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.57% in Q2 2026, buying an estimated $31.9K and bringing the position to 54,213 shares worth $5.54M. The position accounts for 0.14% of the portfolio, ranked #36.

Perfromance Wealth Partners first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.15M in Q4 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Perfromance Wealth Partners held 54,213 shares of iShares 0-5 Year TIPS Bond ETF worth $5.54M as of Q2 2026.
  • Perfromance Wealth Partners bought 309 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $31.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.14% of Perfromance Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Perfromance Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Perfromance Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $6.15M in Q4 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.