Relyea Zuckerberg Hanson’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Relyea Zuckerberg Hanson’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	$1.13M	Hold	11,044	–	–	0.09%	108
2026 Q1	$1.14M	Hold	11,044	–	–	0.11%	92
2025 Q4	$1.13M	Hold	11,044	–	–	0.11%	98
2025 Q3	$1.14M	Hold	11,044	–	–	0.12%	94
2025 Q2	$1.14M	Hold	11,044	–	–	0.13%	93
2025 Q1	$1.14M	Hold	11,044	–	–	0.15%	85
2024 Q4	$1.11M	Hold	11,044	–	–	0.15%	86
2024 Q3	$1.12M	Buy	+11,044	New	+$1.11M	0.17%	79

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

Relyea Zuckerberg Hanson's STIP Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 11,044 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #108.

Relyea Zuckerberg Hanson first reported a position in STIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2025. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Relyea Zuckerberg Hanson held 11,044 shares of iShares 0-5 Year TIPS Bond ETF worth $1.13M as of Q2 2026.
Relyea Zuckerberg Hanson left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.09% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #108 holding.
Relyea Zuckerberg Hanson first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
Relyea Zuckerberg Hanson's iShares 0-5 Year TIPS Bond ETF position peaked at $1.14M in Q1 2025.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.