Wealthspire Advisors (New York)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealthspire Advisors (New York)’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	$758K	Buy	7,423 +2,677	+56%	+$276K	﹤0.01%	640
2026 Q1	$491K	Sell	4,746 -70	-1%	-$7.21K	﹤0.01%	573
2025 Q4	$493K	Sell	4,816 -313	-6%	-$32.2K	﹤0.01%	610
2025 Q3	$530K	Buy	5,129 +524	+11%	+$54K	﹤0.01%	515
2025 Q2	$474K	Hold	4,605	–	–	﹤0.01%	556
2025 Q1	$476K	Buy	+4,605	New	+$469K	﹤0.01%	525
2019 Q1	–	Sell	-5	Closed	–	–	683
2018 Q4	$0	Buy	+5	New	+$491	﹤0.01%	915

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 22.9% 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

Wealthspire Advisors (New York)'s STIP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 56% in Q2 2026, buying an estimated $276K and bringing the position to 7,423 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Wealthspire Advisors (New York) first reported a position in STIP in Q4 2018 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Wealthspire Advisors (New York) held 7,423 shares of iShares 0-5 Year TIPS Bond ETF worth $758K as of Q2 2026.
Wealthspire Advisors (New York) bought 2,677 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $276K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #640 holding.
Wealthspire Advisors (New York) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 7 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.