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

Tanager 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	$252K	Buy	2,463 +345	+16%	+$35.6K	0.02%	140
2026 Q1	$219K	Buy	+2,118	New	+$218K	0.02%	135
2025 Q3	–	Sell	-2,023	Closed	-$208K	–	136
2025 Q2	$208K	Sell	2,023 -10	-0.5%	-$1.03K	0.02%	114
2025 Q1	$210K	Buy	2,033 +1	+0%	+$102	0.03%	112
2024 Q4	$204K	Buy	+2,032	New	+$205K	0.03%	118
2023 Q4	–	Sell	-3,691	Closed	-$358K	–	86
2023 Q3	$358K	Sell	3,691 -224,693	-98%	-$21.8M	0.07%	58
2023 Q2	$22.3M	Sell	228,384 -5,220	-2%	-$514K	4.82%	5
2023 Q1	$23.2M	Buy	233,604 +8,423	+4%	+$823K	5.5%	5
2022 Q4	$21.8M	Buy	225,181 +89,810	+66%	+$8.73M	5.88%	4
2022 Q3	$13M	Sell	135,371 -6,882	-5%	-$689K	10.3%	2
2022 Q2	$14.4M	Buy	142,253 +24,518	+21%	+$2.53M	11.9%	2
2022 Q1	$12.4M	Buy	117,735 +111,110	+1,677%	+$11.7M	9.31%	3
2021 Q4	$701K	Buy	+6,625	New	+$702K	0.53%	25

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

Tanager Wealth Management's STIP Position: Q2 2026 in Review

Tanager Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q2 2026, buying an estimated $35.6K and bringing the position to 2,463 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #140.

Tanager Wealth Management first reported a position in STIP in Q4 2021 and has held it in 13 quarters since. The position peaked at $23.2M in Q1 2023. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Tanager Wealth Management held 2,463 shares of iShares 0-5 Year TIPS Bond ETF worth $252K as of Q2 2026.
Tanager Wealth Management bought 345 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $35.6K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Tanager Wealth Management's portfolio in Q2 2026, its #140 holding.
Tanager Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 13 quarters since.
Tanager Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $23.2M in Q1 2023.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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