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Ridgewood Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ridgewood Investments’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 		$952K Sell
9,320
-4,870
-34% -$502K 0.36% 97
2026
Q1 		$1.47M Buy
+14,190
New +$1.46M 0.6% 50
2025
Q3 		$1.29M Buy
12,493
+5,118
+69% +$528K 0.54% 60
2025
Q2 		$759K Buy
7,375
+5,833
+378% +$598K 0.33% 84
2025
Q1 		$160K Buy
1,542
+724
+89% +$73.8K 0.07% 200
2024
Q4 		$82.3K Buy
818
+203
+33% +$20.5K 0.04% 255
2024
Q3 		$62.3K Buy
615
+269
+78% +$26.9K 0.03% 286
2024
Q2 		$34.4K Buy
+346
New +$34.3K 0.02% 373
2023
Q3 		– Sell
-6,232
Closed -$608K – 677
2023
Q2 		$608K Sell
6,232
-200
-3% -$19.7K 0.35% 88
2023
Q1 		$638K Buy
6,432
+938
+17% +$91.7K 0.39% 74
2022
Q4 		$533K Buy
+5,494
New +$534K 0.38% 90

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

Ridgewood Investments's STIP Position: Q2 2026 in Review

Ridgewood Investments reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 34% in Q2 2026, selling an estimated $502K and leaving 9,320 shares worth $952K. The position accounts for 0.36% of the portfolio, ranked #97.

Ridgewood Investments first reported a position in STIP in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Ridgewood Investments held 9,320 shares of iShares 0-5 Year TIPS Bond ETF worth $952K as of Q2 2026.
  • Ridgewood Investments sold 4,870 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $502K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.36% of Ridgewood Investments's portfolio in Q2 2026, its #97 holding.
  • Ridgewood Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • Ridgewood Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $1.47M in Q1 2026.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.