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Thrive Capital Management (Pennsylvania)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$587K Buy
5,742
+1,934
+51% +$199K 0.11% 124
2026
Q1 		$394K Sell
3,808
-1,060
-22% -$109K 0.09% 134
2025
Q4 		$498K Sell
4,868
-1,358
-22% -$140K 0.11% 130
2025
Q3 		$644K Buy
6,226
+945
+18% +$97.5K 0.17% 120
2025
Q2 		$543K Sell
5,281
-450,013
-99% -$46.2M 0.17% 117
2025
Q1 		$23M Buy
+455,294
New +$46.4M 13.77% 1
2024
Q4 		– Sell
-3,101
Closed -$314K – 165
2024
Q3 		$314K Sell
3,101
-454
-13% -$45.5K 0.15% 148
2024
Q2 		$354K Buy
+3,555
New +$353K 0.16% 148
2024
Q1 		– Sell
-2,354
Closed -$232K – 199
2023
Q4 		$232K Sell
2,354
-90
-4% -$8.77K 0.12% 127
2023
Q3 		$237K Sell
2,444
-640
-21% -$62.2K 0.13% 118
2023
Q2 		$301K Buy
3,084
+131
+4% +$12.9K 0.17% 96
2023
Q1 		$292K Sell
2,953
-371
-11% -$36.3K 0.18% 95
2022
Q4 		$322K Sell
3,324
-891
-21% -$86.6K 0.21% 85
2022
Q3 		$405K Sell
4,215
-386
-8% -$38.7K 0.27% 65
2022
Q2 		$467K Buy
4,601
+1,367
+42% +$141K 0.32% 55
2022
Q1 		$339K Buy
+3,234
New +$341K 0.2% 67

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

Thrive Capital Management (Pennsylvania)'s STIP Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 51% in Q2 2026, buying an estimated $199K and bringing the position to 5,742 shares worth $587K. The position accounts for 0.11% of the portfolio, ranked #124.

Thrive Capital Management (Pennsylvania) first reported a position in STIP in Q1 2022 and has held it in 16 quarters since. The position peaked at $23M in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 5,742 shares of iShares 0-5 Year TIPS Bond ETF worth $587K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) bought 1,934 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $199K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #124 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Thrive Capital Management (Pennsylvania)'s iShares 0-5 Year TIPS Bond ETF position peaked at $23M in Q1 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.