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

Root Financial Partners’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	–	Sell	-154	Closed	-$15.9K	–	2823
2026 Q1	$15.9K	Buy	154 +9	+6%	+$927	﹤0.01%	1447
2025 Q4	$14.9K	Sell	145 -25	-15%	-$2.57K	﹤0.01%	1321
2025 Q3	$17.6K	Buy	+170	New	+$17.5K	﹤0.01%	1182

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

Root Financial Partners's STIP Position: Q2 2026 in Review

Root Financial Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 154 shares — an estimated $15.9K sold.

Root Financial Partners first reported a position in STIP in Q3 2025 and held it in 3 quarters. The position peaked at $17.6K in Q3 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Root Financial Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 154 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $15.9K.
Root Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $17.6K in Q3 2025.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.