Synergy Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Synergy Investment 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	$533K	Buy	+5,221	New	+$538K	0.13%	93

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

Synergy Investment Management's STIP Position: Q2 2026 in Review

Synergy Investment Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 5,221 shares worth $533K. The stake represents 0.13% of the portfolio and ranks #93 among its holdings.

822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Synergy Investment Management held 5,221 shares of iShares 0-5 Year TIPS Bond ETF worth $533K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Synergy Investment Management position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.13% of Synergy Investment Management's portfolio in Q2 2026, its #93 holding.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.