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

Wealthspan 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 		$5.05M Buy
49,432
+12,817
+35% +$1.32M 1.59% 21
2026
Q1 		$3.79M Buy
36,615
+6,855
+23% +$706K 1.33% 25
2025
Q4 		$3.05M Buy
29,760
+24,156
+431% +$2.49M 1.11% 25
2025
Q3 		$579K Sell
5,604
-710
-11% -$73.2K 0.22% 68
2025
Q2 		$650K Buy
6,314
+752
+14% +$77.1K 0.27% 55
2025
Q1 		$575K Sell
5,562
-25
-0.4% -$2.55K 0.27% 61
2024
Q4 		$562K Sell
5,587
-237
-4% -$23.9K 0.27% 60
2024
Q3 		$590K Buy
5,824
+1
+0% +$100 0.29% 58
2024
Q2 		$579K Sell
5,823
-762
-12% -$75.6K 0.32% 53
2024
Q1 		$655K Sell
6,585
-277
-4% -$27.4K 0.39% 48
2023
Q4 		$677K Sell
6,862
-888
-11% -$86.5K 0.47% 34
2023
Q3 		$751K Sell
7,750
-679
-8% -$66K 0.59% 32
2023
Q2 		$823K Buy
8,429
+1
+0% +$98 0.65% 30
2023
Q1 		$836K Sell
8,428
-467
-5% -$45.6K 0.71% 25
2022
Q4 		$862K Buy
8,895
+257
+3% +$25K 0.78% 24
2022
Q3 		$830K Sell
8,638
-4,032
-32% -$404K 0.86% 23
2022
Q2 		$1.28M Buy
12,670
+3,611
+40% +$373K 1.33% 16
2022
Q1 		$951K Buy
+9,059
New +$954K 0.86% 21

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

Wealthspan Partners's STIP Position: Q2 2026 in Review

Wealthspan Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 35% in Q2 2026, buying an estimated $1.32M and bringing the position to 49,432 shares worth $5.05M. The position accounts for 1.59% of the portfolio, ranked #21.

Wealthspan Partners first reported a position in STIP in Q1 2022 and has held it in 18 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Wealthspan Partners held 49,432 shares of iShares 0-5 Year TIPS Bond ETF worth $5.05M as of Q2 2026.
  • Wealthspan Partners bought 12,817 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.32M.
  • iShares 0-5 Year TIPS Bond ETF made up 1.59% of Wealthspan Partners's portfolio in Q2 2026, its #21 holding.
  • Wealthspan Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.