Satovsky Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Satovsky Asset Management’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	$303K	Buy	2,962 +55	+2%	+$5.67K	0.05%	56
2026 Q1	$301K	Hold	2,907	–	–	0.05%	54
2025 Q4	$298K	Buy	2,907 +38	+1%	+$3.91K	0.06%	50
2025 Q3	$297K	Buy	2,869 +31	+1%	+$3.2K	0.06%	47
2025 Q2	$292K	Buy	2,838 +43	+2%	+$4.41K	0.06%	45
2025 Q1	$289K	Buy	2,795 +4	+0.1%	+$408	0.06%	40
2024 Q4	$281K	Buy	2,791 +18	+0.6%	+$1.81K	0.06%	36
2024 Q3	$281K	Buy	2,773 +30	+1%	+$3K	0.06%	36
2024 Q2	$273K	Buy	2,743 +38	+1%	+$3.77K	0.07%	33
2024 Q1	$269K	Sell	2,705 -45	-2%	-$4.45K	0.08%	34
2023 Q4	$271K	Buy	2,750 +66	+2%	+$6.43K	0.08%	35
2023 Q3	$260K	Buy	2,684 +28	+1%	+$2.72K	0.09%	32
2023 Q2	$259K	Buy	2,656 +27	+1%	+$2.66K	0.09%	36
2023 Q1	$261K	Buy	+2,629	New	+$257K	0.1%	31
2022 Q4	–	Hold	0	–	–	–	33

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 22.9% 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

Satovsky Asset Management's STIP Position: Q2 2026 in Review

Satovsky Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q2 2026, buying an estimated $5.67K and bringing the position to 2,962 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #56.

Satovsky Asset Management first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Satovsky Asset Management held 2,962 shares of iShares 0-5 Year TIPS Bond ETF worth $303K as of Q2 2026.
Satovsky Asset Management bought 55 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.67K.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Satovsky Asset Management's portfolio in Q2 2026, its #56 holding.
Satovsky Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.