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

SHP 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	–	Sell	-15	Closed	-$1.55K	–	2077
2026 Q1	$1.55K	Hold	15	–	–	﹤0.01%	1350
2025 Q4	$1.54K	Buy	+15	New	+$1.54K	﹤0.01%	1181

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

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

SHP Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 15 shares — an estimated $1.55K sold.

SHP Wealth Management first reported a position in STIP in Q4 2025 and held it in 2 quarters. The position peaked at $1.55K in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

SHP Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 15 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.55K.
SHP Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
SHP Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.55K in Q1 2026.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.