SP
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Successful Portfolios’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Successful Portfolios’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 		$1.71M Buy
16,903
+1,174
+7% +$121K 0.8% 34
2026
Q1 		$1.63M Sell
15,729
-130
-0.8% -$13.4K 0.9% 29
2025
Q4 		$1.63M Sell
15,859
-77
-0.5% -$7.93K 0.83% 33
2025
Q3 		$1.65M Buy
15,936
+692
+5% +$71.4K 0.96% 27
2025
Q2 		$1.57M Buy
15,244
+121
+0.8% +$12.4K 0.96% 26
2025
Q1 		$1.56M Sell
15,123
-663
-4% -$67.6K 1.06% 24
2024
Q4 		$1.59M Buy
15,786
+413
+3% +$41.6K 1.06% 24
2024
Q3 		$1.56M Sell
15,373
-893
-5% -$89.4K 1.05% 25
2024
Q2 		$1.62M Buy
16,266
+1,734
+12% +$172K 1.13% 23
2024
Q1 		$1.44M Buy
14,532
+752
+5% +$74.3K 0.99% 26
2023
Q4 		$1.36M Buy
13,780
+1,540
+13% +$150K 1.02% 26
2023
Q3 		$1.19M Buy
12,240
+1,458
+14% +$142K 1.05% 24
2023
Q2 		$1.05M Sell
10,782
-130
-1% -$12.8K 0.91% 28
2023
Q1 		$1.08M Buy
10,912
+1,138
+12% +$111K 0.68% 40
2022
Q4 		$948K Buy
9,774
+3,724
+62% +$362K 0.62% 47
2022
Q3 		$581K Buy
6,050
+368
+6% +$36.9K 0.42% 58
2022
Q2 		$576K Buy
5,682
+25
+0.4% +$2.58K 0.39% 66
2022
Q1 		$594K Buy
5,657
+100
+2% +$10.5K 0.34% 73
2021
Q4 		$588K Buy
5,557
+1
+0% +$106 0.32% 80
2021
Q3 		$587K Sell
5,556
-197
-3% -$20.9K 0.35% 73
2021
Q2 		$612K Buy
5,753
+36
+0.6% +$3.82K 0.37% 69
2021
Q1 		$604K Hold
5,717
– – 0.4% 68
2020
Q4 		$597K Sell
5,717
-101
-2% -$10.5K 0.43% 62
2020
Q3 		$605K Buy
5,818
+200
+4% +$20.7K 0.48% 59
2020
Q2 		$575K Buy
5,618
+50
+0.9% +$5.07K 0.51% 58
2020
Q1 		$556K Buy
5,568
+2,330
+72% +$234K 0.56% 51
2019
Q4 		$326K Buy
3,238
+197
+6% +$19.8K 0.29% 97
2019
Q3 		$305K Buy
+3,041
New +$305K 0.29% 100
2019
Q2 		– Sell
-2,170
Closed -$216K – 142
2019
Q1 		$216K Buy
+2,170
New +$214K 0.24% 118

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

Successful Portfolios's STIP Position: Q2 2026 in Review

Successful Portfolios increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.5% in Q2 2026, buying an estimated $121K and bringing the position to 16,903 shares worth $1.71M. The position accounts for 0.8% of the portfolio, ranked #34.

Successful Portfolios first reported a position in STIP in Q1 2019 and has held it in 29 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Successful Portfolios held 16,903 shares of iShares 0-5 Year TIPS Bond ETF worth $1.71M as of Q2 2026.
  • Successful Portfolios bought 1,174 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $121K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.8% of Successful Portfolios's portfolio in Q2 2026, its #34 holding.
  • Successful Portfolios first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.