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Rossmore Private Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rossmore Private Capital’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 		$25.5K Hold
250
– – ﹤0.01% 347
2026
Q1 		$25.9K Hold
250
– – ﹤0.01% 334
2025
Q4 		$25.6K Hold
250
– – ﹤0.01% 338
2025
Q3 		$25.8K Buy
+250
New +$25.8K ﹤0.01% 308

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Rossmore Private Capital's STIP Position: Q2 2026 in Review

Rossmore Private Capital held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 250 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Rossmore Private Capital first reported a position in STIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.9K in Q1 2026. 529 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Rossmore Private Capital held 250 shares of iShares 0-5 Year TIPS Bond ETF worth $25.5K as of Q2 2026.
  • Rossmore Private Capital left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #347 holding.
  • Rossmore Private Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Rossmore Private Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $25.9K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.