SHWM
STIP icon

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

Smith & Howard 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 		$279K Hold
2,734
– – 0.06% 76
2026
Q1 		$283K Hold
2,734
– – 0.06% 69
2025
Q4 		$280K Hold
2,734
– – 0.06% 67
2025
Q3 		$283K Hold
2,734
– – 0.07% 63
2025
Q2 		$281K Hold
2,734
– – 0.07% 64
2025
Q1 		$283K Hold
2,734
– – 0.08% 61
2024
Q4 		$275K Hold
2,734
– – 0.08% 62
2024
Q3 		$277K Sell
2,734
-368
-12% -$36.9K 0.08% 66
2024
Q2 		$309K Sell
3,102
-996
-24% -$98.8K 0.09% 63
2024
Q1 		$407K Buy
4,098
+70
+2% +$6.92K 0.13% 54
2023
Q4 		$397K Sell
4,028
-368
-8% -$35.9K 0.14% 49
2023
Q3 		$426K Sell
4,396
-1,767
-29% -$172K 0.15% 50
2023
Q2 		$602K Sell
6,163
-3,475
-36% -$342K 0.21% 39
2023
Q1 		$956K Buy
9,638
+3,466
+56% +$339K 0.33% 35
2022
Q4 		$598K Sell
6,172
-7,513
-55% -$730K 0.23% 36
2022
Q3 		$1.31M Sell
13,685
-10,656
-44% -$1.07M 0.56% 31
2022
Q2 		$2.47M Buy
24,341
+231
+1% +$23.8K 1.05% 24
2022
Q1 		$2.53M Sell
24,110
-498
-2% -$52.4K 1.06% 25
2021
Q4 		$2.6M Sell
24,608
-847
-3% -$89.8K 1.18% 22
2021
Q3 		$2.69M Sell
25,455
-2,192
-8% -$233K 1.27% 21
2021
Q2 		$2.94M Sell
27,647
-78,461
-74% -$8.33M 1.4% 20
2021
Q1 		$11.2M Buy
106,108
+9,742
+10% +$1.02M 5.63% 4
2020
Q4 		$10.1M Buy
96,366
+4,956
+5% +$514K 5.36% 4
2020
Q3 		$9.51M Buy
91,410
+6,986
+8% +$723K 5.61% 4
2020
Q2 		$8.64M Buy
84,424
+5,379
+7% +$546K 5.37% 4
2020
Q1 		$7.9M Buy
79,045
+2,790
+4% +$280K 5.04% 4
2019
Q4 		$7.68M Buy
76,255
+14,124
+23% +$1.42M 2.62% 11
2019
Q3 		$6.22M Buy
+62,131
New +$6.22M 2.48% 11

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
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

Smith & Howard Wealth Management's STIP Position: Q2 2026 in Review

Smith & Howard Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,734 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #76.

Smith & Howard Wealth Management first reported a position in STIP in Q3 2019 and has held it in 28 quarters since. The position peaked at $11.2M in Q1 2021. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Smith & Howard Wealth Management held 2,734 shares of iShares 0-5 Year TIPS Bond ETF worth $279K as of Q2 2026.
  • Smith & Howard 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 0.06% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Smith & Howard Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Smith & Howard Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $11.2M in Q1 2021.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.