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 Q2	$4.7M	Buy	46,041 +323	+0.7%	+$33.3K	1.46%	21
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

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

Royal Harbor Partners's STIP Position: Q2 2026 in Review

Royal Harbor Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.71% in Q2 2026, buying an estimated $33.3K and bringing the position to 46,041 shares worth $4.7M. The position accounts for 1.46% of the portfolio, ranked #21.

Royal Harbor Partners first reported a position in STIP in Q4 2019 and has held it in 8 quarters since. The position peaked at $4.73M in Q1 2026. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Royal Harbor Partners held 46,041 shares of iShares 0-5 Year TIPS Bond ETF worth $4.7M as of Q2 2026.
Royal Harbor Partners bought 323 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $33.3K.
iShares 0-5 Year TIPS Bond ETF made up 1.46% of Royal Harbor Partners's portfolio in Q2 2026, its #21 holding.
Royal Harbor Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 8 quarters since.
Royal Harbor Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $4.73M in Q1 2026.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.