SPWM
STIP icon

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

Straight Path 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 		$7.23M Buy
70,819
+4,058
+6% +$419K 1.69% 13
2026
Q1 		$6.91M Buy
66,761
+6,586
+11% +$678K 1.84% 13
2025
Q4 		$6.16M Buy
60,175
+2,671
+5% +$275K 1.66% 13
2025
Q3 		$5.94M Buy
57,504
+5,679
+11% +$586K 1.6% 13
2025
Q2 		$5.33M Buy
51,825
+3,130
+6% +$321K 1.81% 12
2025
Q1 		$5.04M Buy
+48,695
New +$4.96M 2.04% 12

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

Straight Path Wealth Management's STIP Position: Q2 2026 in Review

Straight Path Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.1% in Q2 2026, buying an estimated $419K and bringing the position to 70,819 shares worth $7.23M. The position accounts for 1.69% of the portfolio, ranked #13.

Straight Path Wealth Management first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Straight Path Wealth Management held 70,819 shares of iShares 0-5 Year TIPS Bond ETF worth $7.23M as of Q2 2026.
  • Straight Path Wealth Management bought 4,058 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $419K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.69% of Straight Path Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Straight Path Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.