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Sagespring Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sagespring Wealth 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 		– Sell
-3,189
Closed -$330K – 868
2026
Q1 		$330K Sell
3,189
-7,415
-70% -$763K 0.01% 622
2025
Q4 		$1.09M Sell
10,604
-3,311
-24% -$341K 0.02% 294
2025
Q3 		$1.44M Buy
13,915
+1,321
+10% +$136K 0.03% 234
2025
Q2 		$1.3M Buy
12,594
+1,294
+11% +$133K 0.03% 234
2025
Q1 		$1.17M Buy
+11,300
New +$1.15M 0.03% 222

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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

Sagespring Wealth Partners's STIP Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 3,189 shares — an estimated $330K sold.

Sagespring Wealth Partners first reported a position in STIP in Q1 2025 and held it in 5 quarters. The position peaked at $1.44M in Q3 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 3,189 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $330K.
  • Sagespring Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and held it in 5 quarters.
  • Sagespring Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $1.44M in Q3 2025.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.