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

WealthShield 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	$817K	Buy	8,001 +5,013	+168%	+$517K	0.13%	136
2026 Q1	$309K	Buy	2,988 +85	+3%	+$8.75K	0.03%	289
2025 Q4	$297K	Sell	2,903 -9,395	-76%	-$967K	0.03%	292
2025 Q3	$1.27M	Buy	12,298 +440	+4%	+$45.4K	0.14%	154
2025 Q2	$1.22M	Buy	11,858 +9,232	+352%	+$947K	0.15%	155
2025 Q1	$272K	Buy	+2,626	New	+$268K	0.03%	279
2023 Q2	–	Sell	-25	Closed	-$2.48K	–	505
2023 Q1	$2.48K	Buy	+25	New	+$2.44K	﹤0.01%	472

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

WealthShield Partners's STIP Position: Q2 2026 in Review

WealthShield Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 168% in Q2 2026, buying an estimated $517K and bringing the position to 8,001 shares worth $817K. The position accounts for 0.13% of the portfolio, ranked #136.

WealthShield Partners first reported a position in STIP in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

WealthShield Partners held 8,001 shares of iShares 0-5 Year TIPS Bond ETF worth $817K as of Q2 2026.
WealthShield Partners bought 5,013 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $517K.
iShares 0-5 Year TIPS Bond ETF made up 0.13% of WealthShield Partners's portfolio in Q2 2026, its #136 holding.
WealthShield Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 7 quarters since.
WealthShield Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $1.27M in Q3 2025.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.