Sharkey, Howes & Javer’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sharkey, Howes & Javer’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	$771K	Buy	+7,546	New	+$778K	0.09%	92
2025 Q4	–	Sell	-27,907	Closed	-$2.88M	–	165
2025 Q3	$2.88M	Buy	27,907 +4,988	+22%	+$514K	0.37%	49
2025 Q2	$2.36M	Buy	+22,919	New	+$2.35M	0.32%	58
2023 Q3	–	Sell	-2,196	Closed	-$214K	–	115
2023 Q2	$214K	Hold	2,196	–	–	0.04%	92
2023 Q1	$218K	Hold	2,196	–	–	0.05%	87
2022 Q4	$213K	Sell	2,196 -2,211	-50%	-$215K	0.05%	90
2022 Q3	$424K	Sell	4,407 -56,835	-93%	-$5.69M	0.09%	80
2022 Q2	$6.21M	Buy	61,242 +9,392	+18%	+$970K	1.5%	15
2022 Q1	$5.44M	Sell	51,850 -3,169	-6%	-$334K	1.25%	21
2021 Q4	$5.83M	Buy	55,019 +51,002	+1,270%	+$5.4M	1.32%	19
2021 Q3	$424K	Buy	+4,017	New	+$426K	0.11%	61

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

Sharkey, Howes & Javer's STIP Position: Q2 2026 in Review

Sharkey, Howes & Javer opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 7,546 shares worth $771K. The stake represents 0.09% of the portfolio and ranks #92 among its holdings. This is a return to the name: Sharkey, Howes & Javer previously reported a position in STIP as recently as Q3 2025.

Sharkey, Howes & Javer first reported a position in STIP in Q3 2021 and has held it in 11 quarters since. The position peaked at $6.21M in Q2 2022. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Sharkey, Howes & Javer held 7,546 shares of iShares 0-5 Year TIPS Bond ETF worth $771K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Sharkey, Howes & Javer position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.09% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #92 holding.
Sharkey, Howes & Javer first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 11 quarters since.
Sharkey, Howes & Javer's iShares 0-5 Year TIPS Bond ETF position peaked at $6.21M in Q2 2022.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.