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

Riverbend 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	$1.01M	Buy	9,854 +1,595	+19%	+$165K	0.51%	53
2026 Q1	$854K	Buy	8,259 +367	+5%	+$37.8K	0.49%	54
2025 Q4	$808K	Buy	7,892 +765	+11%	+$78.8K	0.5%	58
2025 Q3	$737K	Buy	7,127 +1,094	+18%	+$113K	0.51%	52
2025 Q2	$621K	Buy	+6,033	New	+$619K	0.47%	59

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

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

Riverbend Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 19% in Q2 2026, buying an estimated $165K and bringing the position to 9,854 shares worth $1.01M. The position accounts for 0.51% of the portfolio, ranked #53.

Riverbend Wealth Management first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Riverbend Wealth Management held 9,854 shares of iShares 0-5 Year TIPS Bond ETF worth $1.01M as of Q2 2026.
Riverbend Wealth Management bought 1,595 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $165K.
iShares 0-5 Year TIPS Bond ETF made up 0.51% of Riverbend Wealth Management's portfolio in Q2 2026, its #53 holding.
Riverbend Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.