Prairiewood Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Prairiewood Capital’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	$208K	Sell	2,040 -35	-2%	-$3.61K	0.05%	74
2026 Q1	$215K	Sell	2,075 -753	-27%	-$77.5K	0.06%	69
2025 Q4	$290K	Sell	2,828 -491	-15%	-$50.5K	0.09%	61
2025 Q3	$343K	Sell	3,319 -264	-7%	-$27.2K	0.11%	55
2025 Q2	$369K	Sell	3,583 -1,245	-26%	-$128K	0.14%	55
2025 Q1	$500K	Sell	4,828 -198	-4%	-$20.2K	0.2%	49
2024 Q4	$506K	Buy	5,026 +735	+17%	+$74.1K	0.22%	51
2024 Q3	$435K	Sell	4,291 -32	-0.7%	-$3.21K	0.18%	56
2024 Q2	$430K	Hold	4,323	–	–	0.2%	56
2024 Q1	$430K	Hold	4,323	–	–	0.2%	57
2023 Q4	$426K	Buy	4,323 +212	+5%	+$20.7K	0.22%	61
2023 Q3	$398K	Buy	4,111 +361	+10%	+$35.1K	0.26%	60
2023 Q2	$366K	Sell	3,750 -150	-4%	-$14.8K	0.25%	61
2023 Q1	$387K	Sell	3,900 -418	-10%	-$40.9K	0.26%	57
2022 Q4	$419K	Buy	+4,318	New	+$420K	0.31%	56

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

Prairiewood Capital's STIP Position: Q2 2026 in Review

Prairiewood Capital reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q2 2026, selling an estimated $3.61K and leaving 2,040 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #74.

Prairiewood Capital first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $506K in Q4 2024. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Prairiewood Capital held 2,040 shares of iShares 0-5 Year TIPS Bond ETF worth $208K as of Q2 2026.
Prairiewood Capital sold 35 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.61K.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Prairiewood Capital's portfolio in Q2 2026, its #74 holding.
Prairiewood Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
Prairiewood Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $506K in Q4 2024.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Prairiewood Capital's 13F filing for Q2 2026, filed 28 Jul 2026.