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

Spire 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 		$49K Sell
480
-326
-40% -$33.6K ﹤0.01% 1186
2026
Q1 		$83.4K Sell
806
-504
-38% -$51.9K ﹤0.01% 1025
2025
Q4 		$134K Sell
1,310
-764
-37% -$78.6K ﹤0.01% 905
2025
Q3 		$214K Sell
2,074
-877
-30% -$90.5K 0.01% 765
2025
Q2 		$304K Buy
2,951
+295
+11% +$30.3K 0.01% 638
2025
Q1 		$275K Sell
2,656
-4,119
-61% -$420K 0.01% 737
2024
Q4 		$682K Sell
6,775
-871
-11% -$87.8K 0.02% 485
2024
Q3 		$775K Sell
7,646
-590
-7% -$59.1K 0.03% 430
2024
Q2 		$819K Sell
8,236
-1,542
-16% -$153K 0.03% 384
2024
Q1 		$972K Buy
9,778
+893
+10% +$88.2K 0.02% 385
2023
Q4 		$876K Sell
8,885
-3,822
-30% -$372K 0.03% 392
2023
Q3 		$1.23M Sell
12,707
-1,078
-8% -$105K 0.05% 288
2023
Q2 		$1.35M Sell
13,785
-722
-5% -$71K 0.05% 289
2023
Q1 		$1.44M Buy
14,507
+2,864
+25% +$280K 0.06% 280
2022
Q4 		$1.13M Buy
11,643
+4,529
+64% +$440K 0.06% 223
2022
Q3 		$684K Sell
7,114
-22,699
-76% -$2.27M 0.04% 279
2022
Q2 		$3.02M Sell
29,813
-8,989
-23% -$928K 0.12% 158
2022
Q1 		$4.07M Buy
38,802
+11,029
+40% +$1.16M 0.11% 178
2021
Q4 		$2.94M Sell
27,773
-415
-1% -$44K 0.07% 250
2021
Q3 		$2.98M Sell
28,188
-2,271
-7% -$241K 0.08% 225
2021
Q2 		$3.24M Buy
30,459
+11,445
+60% +$1.22M 0.09% 213
2021
Q1 		$1.53M Buy
+19,014
New +$2M 0.04% 339

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

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

Spire Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q2 2026, selling an estimated $33.6K and leaving 480 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Spire Wealth Management first reported a position in STIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.07M in Q1 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Spire Wealth Management held 480 shares of iShares 0-5 Year TIPS Bond ETF worth $49K as of Q2 2026.
  • Spire Wealth Management sold 326 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $33.6K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1186 holding.
  • Spire Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $4.07M in Q1 2022.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.