Ritholtz Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ritholtz Wealth Management’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	$258M	Buy	2,522,612 +112,809	+5%	+$11.6M	3.84%	3
2026 Q1	$249M	Buy	2,409,803 +153,948	+7%	+$15.9M	4.32%	3
2025 Q4	$231M	Buy	2,255,855 +109,416	+5%	+$11.3M	4.22%	4
2025 Q3	$222M	Buy	2,146,439 +121,719	+6%	+$12.6M	4.31%	4
2025 Q2	$208M	Buy	2,024,720 +247,269	+14%	+$25.4M	4.6%	4
2025 Q1	$184M	Buy	1,777,451 +205,304	+13%	+$20.9M	5.49%	3
2024 Q4	$158M	Buy	1,572,147 +59,199	+4%	+$5.97M	4.65%	4
2024 Q3	$153M	Buy	1,512,948 +84,443	+6%	+$8.46M	4.62%	4
2024 Q2	$142M	Buy	1,428,505 +52,456	+4%	+$5.2M	4.69%	4
2024 Q1	$137M	Buy	1,376,049 +116,986	+9%	+$11.6M	4.72%	4
2023 Q4	$124M	Buy	1,259,063 +124,715	+11%	+$12.2M	4.82%	4
2023 Q3	$110M	Buy	1,134,348 +79,638	+8%	+$7.74M	4.94%	4
2023 Q2	$103M	Buy	1,054,710 +59,860	+6%	+$5.89M	4.63%	4
2023 Q1	$98.7M	Buy	994,850 +374,951	+60%	+$36.6M	4.92%	4
2022 Q4	$60.1M	Buy	619,899 +30,469	+5%	+$2.96M	3.36%	4
2022 Q3	$56.6M	Sell	589,430 -15,959	-3%	-$1.6M	3.01%	5
2022 Q2	$61.4M	Buy	+605,389	New	+$62.5M	3.87%	4

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ritholtz Wealth Management's STIP Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.7% in Q2 2026, buying an estimated $11.6M and bringing the position to 2,522,612 shares worth $258M. The position accounts for 3.84% of the portfolio, ranked #3.

Ritholtz Wealth Management first reported a position in STIP in Q2 2022 and has held it in 17 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Ritholtz Wealth Management held 2,522,612 shares of iShares 0-5 Year TIPS Bond ETF worth $258M as of Q2 2026.
Ritholtz Wealth Management bought 112,809 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $11.6M.
iShares 0-5 Year TIPS Bond ETF made up 3.84% of Ritholtz Wealth Management's portfolio in Q2 2026, its #3 holding.
Ritholtz Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.