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

Stone Summit 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 		$4.96M Buy
48,521
+1,547
+3% +$160K 1.26% 25
2026
Q1 		$4.86M Buy
46,974
+1,105
+2% +$114K 1.35% 19
2025
Q4 		$4.7M Buy
45,869
+2,214
+5% +$228K 1.27% 24
2025
Q3 		$4.51M Buy
43,655
+3,438
+9% +$355K 1.28% 24
2025
Q2 		$4.14M Buy
40,217
+7,586
+23% +$778K 1.28% 22
2025
Q1 		$3.38M Buy
32,631
+5,711
+21% +$582K 1.14% 29
2024
Q4 		$2.71M Buy
26,920
+3,065
+13% +$309K 0.91% 35
2024
Q3 		$2.42M Buy
23,855
+1,814
+8% +$182K 0.78% 41
2024
Q2 		$2.19M Buy
22,041
+1,140
+5% +$113K 0.79% 41
2024
Q1 		$2.08M Buy
20,901
+3,440
+20% +$340K 0.72% 48
2023
Q4 		$1.72M Sell
17,461
-1,245
-7% -$121K 0.66% 54
2023
Q3 		$1.81M Sell
18,706
-588
-3% -$57.1K 0.78% 44
2023
Q2 		$1.88M Sell
19,294
-269
-1% -$26.5K 0.78% 44
2023
Q1 		$1.94M Buy
19,563
+346
+2% +$33.8K 0.86% 41
2022
Q4 		$1.86M Sell
19,217
-8,834
-31% -$858K 0.91% 38
2022
Q3 		$2.7M Sell
28,051
-3,690
-12% -$370K 1.66% 14
2022
Q2 		$3.22M Sell
31,741
-839
-3% -$86.6K 1.92% 10
2022
Q1 		$3.39M Buy
32,580
+12,771
+64% +$1.34M 1.9% 12
2021
Q4 		$2.1M Buy
+19,809
New +$2.1M 1.7% 18

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

Stone Summit Wealth's STIP Position: Q2 2026 in Review

Stone Summit Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.3% in Q2 2026, buying an estimated $160K and bringing the position to 48,521 shares worth $4.96M. The position accounts for 1.26% of the portfolio, ranked #25.

Stone Summit Wealth first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Stone Summit Wealth held 48,521 shares of iShares 0-5 Year TIPS Bond ETF worth $4.96M as of Q2 2026.
  • Stone Summit Wealth bought 1,547 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $160K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.26% of Stone Summit Wealth's portfolio in Q2 2026, its #25 holding.
  • Stone Summit Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.