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Rothschild Capital Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rothschild Capital 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 		$786K Buy
7,698
+2,445
+47% +$252K 0.17% 54
2026
Q1 		$543K Buy
+5,253
New +$541K 0.13% 73

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LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Rothschild Capital Partners's STIP Position: Q2 2026 in Review

Rothschild Capital Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 47% in Q2 2026, buying an estimated $252K and bringing the position to 7,698 shares worth $786K. The position accounts for 0.17% of the portfolio, ranked #54.

Rothschild Capital Partners first reported a position in STIP in Q1 2026 and has held it in 2 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Rothschild Capital Partners held 7,698 shares of iShares 0-5 Year TIPS Bond ETF worth $786K as of Q2 2026.
  • Rothschild Capital Partners bought 2,445 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $252K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.17% of Rothschild Capital Partners's portfolio in Q2 2026, its #54 holding.
  • Rothschild Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.