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RHS Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

RHS Financial’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 		$723K Buy
7,073
+2,004
+40% +$207K 0.29% 68
2026
Q1 		$524K Buy
5,069
+1,927
+61% +$198K 0.25% 74
2025
Q4 		$322K Sell
3,142
-98
-3% -$10.1K 0.16% 106
2025
Q3 		$335K Sell
3,240
-17
-0.5% -$1.75K 0.17% 103
2025
Q2 		$335K Sell
3,257
-1,989
-38% -$204K 0.19% 89
2025
Q1 		$543K Sell
5,246
-889
-14% -$90.6K 0.3% 65
2024
Q4 		$617K Sell
6,135
-247
-4% -$24.9K 0.32% 72
2024
Q3 		$647K Sell
6,382
-2,213
-26% -$222K 0.33% 70
2024
Q2 		$855K Buy
8,595
+766
+10% +$76K 0.52% 50
2024
Q1 		$778K Sell
7,829
-101
-1% -$9.98K 0.45% 54
2023
Q4 		$782K Sell
7,930
-4,840
-38% -$472K 0.49% 48
2023
Q3 		$1.24M Buy
12,770
+4,479
+54% +$435K 0.87% 33
2023
Q2 		$809K Buy
8,291
+1,720
+26% +$169K 0.59% 43
2023
Q1 		$652K Buy
6,571
+164
+3% +$16K 0.5% 53
2022
Q4 		$621K Sell
6,407
-867
-12% -$84.2K 0.49% 50
2022
Q3 		$699K Sell
7,274
-1,888
-21% -$189K 0.62% 42
2022
Q2 		$929K Buy
9,162
+494
+6% +$51K 0.76% 38
2022
Q1 		$910K Sell
8,668
-1,517
-15% -$160K 0.67% 40
2021
Q4 		$1.08M Sell
10,185
-339
-3% -$35.9K 0.75% 37
2021
Q3 		$1.11M Sell
10,524
-426
-4% -$45.2K 0.81% 39
2021
Q2 		$1.16M Buy
10,950
+1,071
+11% +$114K 0.87% 37
2021
Q1 		$1.04M Buy
9,879
+4,244
+75% +$446K 0.87% 35
2020
Q4 		$588K Sell
5,635
-323
-5% -$33.5K 0.5% 46
2020
Q3 		$620K Sell
5,958
-3,840
-39% -$397K 0.62% 43
2020
Q2 		$1M Buy
9,798
+1,478
+18% +$150K 1.17% 27
2020
Q1 		$831K Buy
+8,320
New +$836K 1.11% 29

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

RHS Financial's STIP Position: Q2 2026 in Review

RHS Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q2 2026, buying an estimated $207K and bringing the position to 7,073 shares worth $723K. The position accounts for 0.29% of the portfolio, ranked #68.

RHS Financial first reported a position in STIP in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.24M in Q3 2023. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • RHS Financial held 7,073 shares of iShares 0-5 Year TIPS Bond ETF worth $723K as of Q2 2026.
  • RHS Financial bought 2,004 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $207K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.29% of RHS Financial's portfolio in Q2 2026, its #68 holding.
  • RHS Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • RHS Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $1.24M in Q3 2023.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.