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

Selby 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 		$210K Hold
2,059
– – 0.07% 82
2026
Q1 		$213K Hold
2,059
– – 0.08% 81
2025
Q4 		$211K Buy
+2,059
New +$212K 0.09% 82

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Betterment LLC
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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

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

Selby Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,059 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #82.

Selby Wealth Management first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $213K in Q1 2026. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Selby Wealth Management held 2,059 shares of iShares 0-5 Year TIPS Bond ETF worth $210K as of Q2 2026.
  • Selby Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Selby Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Selby Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Selby Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $213K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Selby Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.