Tyche Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tyche Wealth Partners’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	$1.95M	Buy	19,099 +4,681	+32%	+$483K	0.27%	77
2026 Q1	$1.49M	Buy	14,418 +439	+3%	+$45.2K	0.23%	85
2025 Q4	$1.43M	Buy	13,979 +1,401	+11%	+$144K	0.23%	90
2025 Q3	$1.3M	Buy	12,578 +4,908	+64%	+$506K	0.23%	85
2025 Q2	$789K	Buy	7,670 +5,504	+254%	+$565K	0.16%	101
2025 Q1	$224K	Buy	+2,166	New	+$221K	0.05%	254
2024 Q4	–	Sell	-2,502	Closed	-$254K	–	321
2024 Q3	$254K	Sell	2,502 -325	-11%	-$32.6K	0.06%	225
2024 Q2	$281K	Sell	2,827 -1,010	-26%	-$100K	0.07%	198
2024 Q1	$382K	Sell	3,837 -525	-12%	-$51.9K	0.09%	166
2023 Q4	$430K	Buy	+4,362	New	+$425K	0.1%	166

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 22.9% 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

Tyche Wealth Partners's STIP Position: Q2 2026 in Review

Tyche Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 32% in Q2 2026, buying an estimated $483K and bringing the position to 19,099 shares worth $1.95M. The position accounts for 0.27% of the portfolio, ranked #77.

Tyche Wealth Partners first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Tyche Wealth Partners held 19,099 shares of iShares 0-5 Year TIPS Bond ETF worth $1.95M as of Q2 2026.
Tyche Wealth Partners bought 4,681 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $483K.
iShares 0-5 Year TIPS Bond ETF made up 0.27% of Tyche Wealth Partners's portfolio in Q2 2026, its #77 holding.
Tyche Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.