Quotient Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Quotient Wealth Partners’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	$66.3M	Buy	649,411 +15,396	+2%	+$1.59M	1.57%	17
2026 Q1	$65.6M	Sell	634,015 -429,799	-40%	-$44.3M	1.73%	16
2025 Q4	$109M	Buy	1,063,814 +79,701	+8%	+$8.2M	2.9%	12
2025 Q3	$102M	Buy	984,113 +55,973	+6%	+$5.77M	2.79%	13
2025 Q2	$95.5M	Buy	928,140 +23,856	+3%	+$2.45M	2.81%	13
2025 Q1	$93.6M	Buy	904,284 +470,472	+108%	+$47.9M	2.99%	12
2024 Q4	$43.6M	Buy	433,812 +12,447	+3%	+$1.25M	1.43%	19
2024 Q3	$42.7M	Buy	421,365 +11,222	+3%	+$1.12M	1.4%	19
2024 Q2	$40.8M	Sell	410,143 -18,906	-4%	-$1.88M	1.43%	19
2024 Q1	$42.7M	Buy	429,049 +69,543	+19%	+$6.87M	1.52%	18
2023 Q4	$35.4M	Buy	+359,506	New	+$35M	1.37%	20

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

Quotient Wealth Partners's STIP Position: Q2 2026 in Review

Quotient Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.4% in Q2 2026, buying an estimated $1.59M and bringing the position to 649,411 shares worth $66.3M. The position accounts for 1.57% of the portfolio, ranked #17.

Quotient Wealth Partners first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $109M in Q4 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Quotient Wealth Partners held 649,411 shares of iShares 0-5 Year TIPS Bond ETF worth $66.3M as of Q2 2026.
Quotient Wealth Partners bought 15,396 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.59M.
iShares 0-5 Year TIPS Bond ETF made up 1.57% of Quotient Wealth Partners's portfolio in Q2 2026, its #17 holding.
Quotient Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $109M in Q4 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.