QWM
STIP icon

Quaker Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Quaker Wealth Management’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 		$511 Hold
5
– – ﹤0.01% 739
2026
Q1 		$518 Hold
5
– – ﹤0.01% 693
2025
Q4 		$512 Buy
+5
New +$515 ﹤0.01% 687
2025
Q3 		– Sell
-420
Closed -$43.2K – 903
2025
Q2 		$43.2K Buy
+420
New +$43.1K 0.01% 170
2024
Q1 		– Sell
-66,378
Closed -$6.54M – 65
2023
Q4 		$6.54M Sell
66,378
-960
-1% -$93.5K 2.95% 11
2023
Q3 		$6.53M Sell
67,338
-807
-1% -$78.4K 3.18% 12
2023
Q2 		$6.65M Buy
68,145
+1,145
+2% +$113K 3% 11
2023
Q1 		$6.65M Sell
67,000
-2,736
-4% -$267K 3.1% 10
2022
Q4 		$6.76M Sell
69,736
-3,633
-5% -$353K 3.43% 10
2022
Q3 		$7.05M Sell
73,369
-3,909
-5% -$391K 3.69% 9
2022
Q2 		$7.84M Sell
77,278
-1,267
-2% -$131K 3.96% 9
2022
Q1 		$8.24M Sell
78,545
-2,383
-3% -$251K 3.58% 9
2021
Q4 		$8.57M Buy
80,928
+4,015
+5% +$425K 3.64% 9
2021
Q3 		$8.12M Buy
+76,913
New +$8.16M 9.32% 4
2021
Q1 		$8.12M Sell
76,836
-798
-1% -$83.9K 3.77% 9
2020
Q4 		$8.11M Sell
77,634
-6,418
-8% -$665K 4.25% 8
2020
Q3 		$8.75M Sell
84,052
-38,497
-31% -$3.98M 4.7% 9
2020
Q2 		$12.5M Sell
122,549
-9,772
-7% -$991K 7.49% 6
2020
Q1 		$13.2M Buy
132,321
+3,782
+3% +$380K 9.39% 3
2019
Q4 		$12.9M Buy
+128,539
New +$12.9M 7.7% 5

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

Quaker Wealth Management's STIP Position: Q2 2026 in Review

Quaker Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 5 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Quaker Wealth Management first reported a position in STIP in Q4 2019 and has held it in 20 quarters since. The position peaked at $13.2M in Q1 2020. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Quaker Wealth Management held 5 shares of iShares 0-5 Year TIPS Bond ETF worth $511 as of Q2 2026.
  • Quaker Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #739 holding.
  • Quaker Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Quaker Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $13.2M in Q1 2020.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.