Portside Wealth Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Portside Wealth Group’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	$2.36M	Buy	23,107 +3,089	+15%	+$319K	0.28%	82
2026 Q1	$2.07M	Sell	20,018 -21,576	-52%	-$2.22M	0.28%	85
2025 Q4	$4.26M	Buy	41,594 +2,921	+8%	+$301K	0.57%	39
2025 Q3	$4M	Buy	38,673 +2,278	+6%	+$235K	0.55%	43
2025 Q2	$3.75M	Buy	36,395 +1,212	+3%	+$124K	0.55%	47
2025 Q1	$3.64M	Buy	35,183 +2,188	+7%	+$223K	0.59%	47
2024 Q4	$3.32M	Buy	32,995 +16,740	+103%	+$1.69M	0.55%	47
2024 Q3	$1.65M	Sell	16,255 -2,035	-11%	-$204K	0.28%	87
2024 Q2	$1.82M	Sell	18,290 -3,942	-18%	-$391K	0.35%	76
2024 Q1	$2.21M	Sell	22,232 -9,950	-31%	-$983K	0.41%	69
2023 Q4	$3.17M	Sell	32,182 -5,598	-15%	-$545K	0.59%	43
2023 Q3	$3.66M	Sell	37,780 -28,335	-43%	-$2.75M	0.69%	38
2023 Q2	$6.45M	Buy	+66,115	New	+$6.5M	1.2%	16

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

Portside Wealth Group's STIP Position: Q2 2026 in Review

Portside Wealth Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2026, buying an estimated $319K and bringing the position to 23,107 shares worth $2.36M. The position accounts for 0.28% of the portfolio, ranked #82.

Portside Wealth Group first reported a position in STIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.45M in Q2 2023. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Portside Wealth Group held 23,107 shares of iShares 0-5 Year TIPS Bond ETF worth $2.36M as of Q2 2026.
Portside Wealth Group bought 3,089 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $319K.
iShares 0-5 Year TIPS Bond ETF made up 0.28% of Portside Wealth Group's portfolio in Q2 2026, its #82 holding.
Portside Wealth Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's iShares 0-5 Year TIPS Bond ETF position peaked at $6.45M in Q2 2023.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.