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

SteelPeak 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	$1.41M	Buy	+13,786	New	+$1.42M	0.04%	272
2025 Q4	–	Sell	-38,258	Closed	-$3.95M	–	641
2025 Q3	$3.95M	Buy	38,258 +330	+0.9%	+$34K	0.13%	123
2025 Q2	$3.9M	Buy	+37,928	New	+$3.89M	0.15%	118
2022 Q4	–	Sell	-2,253	Closed	-$217K	–	472
2022 Q3	$217K	Hold	2,253	–	–	0.02%	361
2022 Q2	$229K	Buy	+2,253	New	+$233K	0.02%	358

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 22.96% 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

SteelPeak Wealth's STIP Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 13,786 shares worth $1.41M. The stake represents 0.04% of the portfolio and ranks #272 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in STIP as recently as Q3 2025.

SteelPeak Wealth first reported a position in STIP in Q2 2022 and has held it in 5 quarters since. The position peaked at $3.95M in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

SteelPeak Wealth held 13,786 shares of iShares 0-5 Year TIPS Bond ETF worth $1.41M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new SteelPeak Wealth position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #272 holding.
SteelPeak Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 5 quarters since.
SteelPeak Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.95M in Q3 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.