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Vision Retirement’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vision Retirement’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 		$90K Buy
881
+51
+6% +$5.26K 0.02% 179
2026
Q1 		$85.8K Sell
830
-540
-39% -$55.6K 0.02% 171
2025
Q4 		$140K Buy
+1,370
New +$141K 0.04% 148

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vision Retirement's STIP Position: Q2 2026 in Review

Vision Retirement increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.1% in Q2 2026, buying an estimated $5.26K and bringing the position to 881 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #179.

Vision Retirement first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $140K in Q4 2025. 797 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Vision Retirement held 881 shares of iShares 0-5 Year TIPS Bond ETF worth $90K as of Q2 2026.
  • Vision Retirement bought 51 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.26K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #179 holding.
  • Vision Retirement first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares 0-5 Year TIPS Bond ETF position peaked at $140K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.