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RHP
Royal Harbor Partners’s
iShares 0-5 Year TIPS Bond ETF
STIP
Stock Holding History
Royal Harbor 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
Q1
$4.73M
Buy
45,718
+2,600
+6%
+$268K
1.6%
20
2025
Q4
$4.41M
Buy
43,118
+1,318
+3%
+$136K
1.46%
20
2025
Q3
$4.32M
Sell
41,800
-354
-0.8%
-$36.5K
1.47%
20
2025
Q2
$4.34M
Buy
42,154
+796
+2%
+$81.7K
1.59%
19
2025
Q1
$4.28M
Buy
+41,358
New
+$4.21M
1.66%
20
2022
Q3
–
Sell
-34,471
Closed
-$3.5M
–
81
2022
Q2
$3.5M
Buy
+34,471
New
+$3.56M
2.39%
13
2020
Q1
–
Sell
-29,024
Closed
-$2.92M
–
85
2019
Q4
$2.92M
Buy
+29,024
New
+$2.91M
2.81%
13
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$5.7T AUM
30.48%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
MWM
Modera Wealth Management
Westwood, New Jersey
$8.34B AUM
19.68%
1-Year Est. Return
RWM
Ritholtz Wealth Management
New York
$5.76B AUM
24.57%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, Florida
$2.86B AUM
12.86%
1-Year Est. Return
MMFA
Main Management Fund Advisors
San Francisco, California
$1.19B AUM
26.24%
1-Year Est. Return
CCM
Coldstream Capital Management
Bellevue, Washington
$8.12B AUM
17.95%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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