Scissortail Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Scissortail Wealth 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	$1.53M	Buy	14,960 +1,265	+9%	+$130K	0.29%	65
2026 Q1	$1.42M	Buy	+13,695	New	+$1.41M	0.28%	65
2022 Q3	–	Sell	-81,990	Closed	-$8.68M	–	140
2022 Q2	$8.68M	Buy	+81,990	New	+$8.47M	3.34%	7
2022 Q1	–	Sell	-81,990	Closed	-$8.68M	–	139
2021 Q4	$8.68M	Buy	+81,990	New	+$8.69M	3.34%	7

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

Scissortail Wealth Management's STIP Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.2% in Q2 2026, buying an estimated $130K and bringing the position to 14,960 shares worth $1.53M. The position accounts for 0.29% of the portfolio, ranked #65.

Scissortail Wealth Management first reported a position in STIP in Q4 2021 and has held it in 4 quarters since. The position peaked at $8.68M in Q2 2022. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Scissortail Wealth Management held 14,960 shares of iShares 0-5 Year TIPS Bond ETF worth $1.53M as of Q2 2026.
Scissortail Wealth Management bought 1,265 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $130K.
iShares 0-5 Year TIPS Bond ETF made up 0.29% of Scissortail Wealth Management's portfolio in Q2 2026, its #65 holding.
Scissortail Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 4 quarters since.
Scissortail Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $8.68M in Q2 2022.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.