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

Rossby 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	$51.1K	Sell	500 -277	-36%	-$28.6K	0.01%	689
2026 Q1	$80.1K	Buy	777 +49	+7%	+$5.04K	0.02%	598
2025 Q4	$74.5K	Buy	728 +258	+55%	+$26.6K	0.02%	466
2025 Q3	$48.5K	Sell	470 -21	-4%	-$2.17K	0.02%	539
2025 Q2	$50.5K	Buy	491 +30	+7%	+$3.08K	0.02%	497
2025 Q1	$47.6K	Buy	+461	New	+$47K	0.02%	491

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

Rossby Financial's STIP Position: Q2 2026 in Review

Rossby Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 36% in Q2 2026, selling an estimated $28.6K and leaving 500 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #689.

Rossby Financial first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $80.1K in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Rossby Financial held 500 shares of iShares 0-5 Year TIPS Bond ETF worth $51.1K as of Q2 2026.
Rossby Financial sold 277 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $28.6K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #689 holding.
Rossby Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $80.1K in Q1 2026.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.