Vaughan David Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vaughan David Investments’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	$327K	Hold	3,200	–	–	0.01%	204
2026 Q1	$331K	Hold	3,200	–	–	0.01%	192
2025 Q4	$328K	Hold	3,200	–	–	0.01%	190
2025 Q3	$331K	Hold	3,200	–	–	0.01%	188
2025 Q2	$329K	Hold	3,200	–	–	0.01%	187
2025 Q1	$331K	Hold	3,200	–	–	0.01%	173
2024 Q4	$322K	Hold	3,200	–	–	0.01%	178
2024 Q3	$324K	Hold	3,200	–	–	0.01%	179
2024 Q2	$318K	Hold	3,200	–	–	0.01%	176
2024 Q1	$318K	Hold	3,200	–	–	0.01%	183
2023 Q4	$315K	Hold	3,200	–	–	0.01%	171
2023 Q3	$310K	Hold	3,200	–	–	0.01%	167
2023 Q2	$312K	Hold	3,200	–	–	0.01%	171
2023 Q1	$318K	Hold	3,200	–	–	0.01%	167
2022 Q4	$310K	Buy	+3,200	New	+$311K	0.01%	162

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

Vaughan David Investments's STIP Position: Q2 2026 in Review

Vaughan David Investments held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 3,200 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #204.

Vaughan David Investments first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $331K in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Vaughan David Investments held 3,200 shares of iShares 0-5 Year TIPS Bond ETF worth $327K as of Q2 2026.
Vaughan David Investments left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #204 holding.
Vaughan David Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
Vaughan David Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $331K in Q1 2026.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.