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

SoFi 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 		$3.43M Buy
33,591
+15
+0% +$1.55K 0.14% 26
2026
Q1 		$3.47M Buy
33,576
+2,712
+9% +$279K 0.17% 23
2025
Q4 		$3.16M Buy
30,864
+2,108
+7% +$217K 0.16% 24
2025
Q3 		$2.97M Buy
28,756
+315
+1% +$32.5K 0.16% 24
2025
Q2 		$2.93M Buy
+28,441
New +$2.92M 0.18% 22

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

SoFi Wealth's STIP Position: Q2 2026 in Review

SoFi Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.04% in Q2 2026, buying an estimated $1.55K and bringing the position to 33,591 shares worth $3.43M. The position accounts for 0.14% of the portfolio, ranked #26.

SoFi Wealth first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.47M in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • SoFi Wealth held 33,591 shares of iShares 0-5 Year TIPS Bond ETF worth $3.43M as of Q2 2026.
  • SoFi Wealth bought 15 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.55K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.14% of SoFi Wealth's portfolio in Q2 2026, its #26 holding.
  • SoFi Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • SoFi Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.47M in Q1 2026.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.