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

Simplicity Wealth’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 		$571K Buy
+5,591
New +$577K 0.02% 587
2025
Q4 		– Sell
-12,121
Closed -$1.25M – 772
2025
Q3 		$1.25M Sell
12,121
-11,063
-48% -$1.14M 0.07% 255
2025
Q2 		$2.39M Buy
+23,184
New +$2.38M 0.1% 192
2024
Q3 		– Sell
-74,318
Closed -$7.39M – 1109
2024
Q2 		$7.39M Sell
74,318
-6,700
-8% -$665K 0.17% 125
2024
Q1 		$8.06M Buy
+81,018
New +$8.01M 0.19% 106

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Simplicity Wealth's STIP Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 5,591 shares worth $571K. The stake represents 0.02% of the portfolio and ranks #587 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in STIP as recently as Q3 2025.

Simplicity Wealth first reported a position in STIP in Q1 2024 and has held it in 5 quarters since. The position peaked at $8.06M in Q1 2024. 606 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Simplicity Wealth held 5,591 shares of iShares 0-5 Year TIPS Bond ETF worth $571K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Simplicity Wealth position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #587 holding.
  • Simplicity Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $8.06M in Q1 2024.
  • 606 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.