Shared Vision Wealth Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Shared Vision Wealth Group’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	$320K	Buy	+3,133	New	+$323K	0.11%	90
2026 Q1	–	Sell	-3,246	Closed	-$333K	–	102
2025 Q4	$333K	Sell	3,246 -10,673	-77%	-$1.1M	0.13%	76
2025 Q3	$1.44M	Buy	13,919 +3,719	+36%	+$384K	0.61%	29
2025 Q2	$1.05M	Buy	+10,200	New	+$1.05M	0.52%	31

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

Shared Vision Wealth Group's STIP Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,133 shares worth $320K. The stake represents 0.11% of the portfolio and ranks #90 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in STIP as recently as Q4 2025.

Shared Vision Wealth Group first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q3 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Shared Vision Wealth Group held 3,133 shares of iShares 0-5 Year TIPS Bond ETF worth $320K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Shared Vision Wealth Group position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of Shared Vision Wealth Group's portfolio in Q2 2026, its #90 holding.
Shared Vision Wealth Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
Shared Vision Wealth Group'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 Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.