Stonehaven Wealth & Tax Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$585K	Sell	5,731 -7	-0.1%	-$722	0.47%	36
2026 Q1	$593K	Sell	5,738 -97	-2%	-$9.99K	0.53%	37
2025 Q4	$597K	Sell	5,835 -4	-0.1%	-$412	0.54%	33
2025 Q3	$604K	Sell	5,839 -7	-0.1%	-$722	0.56%	31
2025 Q2	$602K	Buy	5,846 +216	+4%	+$22.2K	0.59%	31
2025 Q1	$583K	Buy	5,630 +1,804	+47%	+$184K	0.62%	34
2024 Q4	$385K	Buy	+3,826	New	+$386K	0.42%	54

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

Stonehaven Wealth & Tax Solutions's STIP Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.12% in Q2 2026, selling an estimated $722 and leaving 5,731 shares worth $585K. The position accounts for 0.47% of the portfolio, ranked #36.

Stonehaven Wealth & Tax Solutions first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $604K in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 5,731 shares of iShares 0-5 Year TIPS Bond ETF worth $585K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 7 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $722.
iShares 0-5 Year TIPS Bond ETF made up 0.47% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #36 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $604K in Q3 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.