Wealthcare Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealthcare Capital Management’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	$95.9M	Buy	938,761 +21,225	+2%	+$2.19M	9.1%	3
2026 Q1	$94.9M	Buy	917,536 +57,478	+7%	+$5.92M	9.49%	3
2025 Q4	$88.1M	Buy	860,058 +28,572	+3%	+$2.94M	8.74%	4
2025 Q3	$85.9M	Buy	831,486 +27,398	+3%	+$2.83M	8.73%	3
2025 Q2	$82.7M	Buy	804,088 +28,952	+4%	+$2.97M	8.75%	3
2025 Q1	$80.2M	Buy	775,136 +2,080	+0.3%	+$212K	8.13%	4
2024 Q4	$77.8M	Buy	773,056 +44,924	+6%	+$4.53M	7.83%	4
2024 Q3	$73.8M	Buy	728,132 +5,216	+0.7%	+$522K	7.4%	4
2024 Q2	$71.9M	Buy	722,916 +57,097	+9%	+$5.66M	7.63%	4
2024 Q1	$66.2M	Buy	665,819 +600,881	+925%	+$59.4M	7.35%	4
2023 Q4	$6.4M	Sell	64,938 -3,322	-5%	-$324K	0.73%	9
2023 Q3	$6.62M	Buy	68,260 +9,546	+16%	+$927K	0.81%	9
2023 Q2	$5.73M	Buy	58,714 +28,672	+95%	+$2.82M	0.67%	9
2023 Q1	$2.98M	Buy	30,042 +10,042	+50%	+$982K	0.36%	11
2022 Q4	$1.94M	Buy	+20,000	New	+$1.94M	0.25%	17

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 22.96% 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

Wealthcare Capital Management's STIP Position: Q2 2026 in Review

Wealthcare Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.3% in Q2 2026, buying an estimated $2.19M and bringing the position to 938,761 shares worth $95.9M. The position accounts for 9.1% of the portfolio, ranked #3.

Wealthcare Capital Management first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Wealthcare Capital Management held 938,761 shares of iShares 0-5 Year TIPS Bond ETF worth $95.9M as of Q2 2026.
Wealthcare Capital Management bought 21,225 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.19M.
iShares 0-5 Year TIPS Bond ETF made up 9.1% of Wealthcare Capital Management's portfolio in Q2 2026, its #3 holding.
Wealthcare Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.