Wealth Enhancement Advisory Services
STIP icon

Wealth Enhancement Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealth Enhancement Advisory Services’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 		$17.4M Buy
216,268
+35,819
+20% +$3.69M 0.03% 485
2026
Q1 		$14.1M Sell
180,449
-45,418
-20% -$4.68M 0.03% 490
2025
Q4 		$23.1M Sell
225,867
-12,436
-5% -$1.28M 0.03% 441
2025
Q3 		$24.6M Sell
238,303
-8,600
-3% -$887K 0.04% 399
2025
Q2 		$25.3M Buy
246,903
+20,025
+9% +$2.05M 0.04% 364
2025
Q1 		$23.5M Buy
226,878
+12,766
+6% +$1.3M 0.04% 351
2024
Q4 		$21.5M Sell
214,112
-21,274
-9% -$2.14M 0.04% 360
2024
Q3 		$23.8M Sell
235,386
-31,805
-12% -$3.19M 0.05% 319
2024
Q2 		$26.6M Sell
267,191
-49,939
-16% -$4.95M 0.06% 283
2024
Q1 		$31.5M Buy
317,130
+201,979
+175% +$20M 0.08% 244
2023
Q4 		$11.4M Buy
115,151
+5,978
+5% +$582K 0.03% 400
2023
Q3 		$10.6M Buy
109,173
+103,509
+1,827% +$10.1M 0.03% 394
2023
Q2 		$553K Sell
5,664
-3,667
-39% -$361K 0.01% 337
2023
Q1 		$926K Buy
+9,331
New +$912K 0.01% 313

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

Wealth Enhancement Advisory Services's STIP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 20% in Q2 2026, buying an estimated $3.69M and bringing the position to 216,268 shares worth $17.4M. The position accounts for 0.03% of the portfolio, ranked #485.

Wealth Enhancement Advisory Services first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.5M in Q1 2024. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 216,268 shares of iShares 0-5 Year TIPS Bond ETF worth $17.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 35,819 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.69M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #485 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $31.5M in Q1 2024.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.