Q1WB
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Quest 10 Wealth Builders’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Quest 10 Wealth Builders’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 		$8.89K Buy
87
+72
+480% +$7.43K 0.01% 470
2026
Q1 		$1.55K Hold
15
– – ﹤0.01% 660
2025
Q4 		$1.54K Sell
15
-102
-87% -$10.5K ﹤0.01% 600
2025
Q3 		$12.1K Sell
117
-36
-24% -$3.71K 0.01% 359
2025
Q2 		$15.7K Buy
+153
New +$15.7K 0.02% 338

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

Quest 10 Wealth Builders's STIP Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 480% in Q2 2026, buying an estimated $7.43K and bringing the position to 87 shares worth $8.89K. The position accounts for 0.01% of the portfolio, ranked #470.

Quest 10 Wealth Builders first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.7K in Q2 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Quest 10 Wealth Builders held 87 shares of iShares 0-5 Year TIPS Bond ETF worth $8.89K as of Q2 2026.
  • Quest 10 Wealth Builders bought 72 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $7.43K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #470 holding.
  • Quest 10 Wealth Builders first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Quest 10 Wealth Builders's iShares 0-5 Year TIPS Bond ETF position peaked at $15.7K in Q2 2025.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.