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

PW 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	$724K	Buy	7,088 +383	+6%	+$39.5K	0.48%	24
2026 Q1	$694K	Buy	6,705 +311	+5%	+$32K	0.52%	25
2025 Q4	$655K	Buy	+6,394	New	+$658K	0.53%	26

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

PW Advisors's STIP Position: Q2 2026 in Review

PW Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.7% in Q2 2026, buying an estimated $39.5K and bringing the position to 7,088 shares worth $724K. The position accounts for 0.48% of the portfolio, ranked #24.

PW Advisors first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

PW Advisors held 7,088 shares of iShares 0-5 Year TIPS Bond ETF worth $724K as of Q2 2026.
PW Advisors bought 383 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $39.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.48% of PW Advisors's portfolio in Q2 2026, its #24 holding.
PW Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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