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Wedbush Securities’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wedbush Securities’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 		$221K Buy
2,162
+207
+11% +$21.4K 0.01% 1150
2026
Q1 		$202K Hold
1,955
– – 0.01% 1135
2025
Q4 		$200K Sell
1,955
-716
-27% -$73.7K 0.01% 1122
2025
Q3 		$276K Sell
2,671
-144
-5% -$14.9K 0.01% 898
2025
Q2 		$290K Buy
2,815
+765
+37% +$78.5K 0.01% 859
2025
Q1 		$212K Sell
2,050
-1,722
-46% -$175K 0.01% 986
2024
Q4 		$379K Sell
3,772
-75
-2% -$7.56K 0.01% 713
2024
Q3 		$390K Hold
3,847
– – 0.01% 700
2024
Q2 		$383K Hold
3,847
– – 0.01% 737
2024
Q1 		$383K Buy
3,847
+1,047
+37% +$103K 0.01% 752
2023
Q4 		$276K Sell
2,800
-3,214
-53% -$313K 0.01% 809
2023
Q3 		$583K Sell
6,014
-1,515
-20% -$147K 0.03% 466
2023
Q2 		$735K Sell
7,529
-55
-0.7% -$5.41K 0.04% 414
2023
Q1 		$753K Buy
7,584
+3,876
+105% +$379K 0.04% 405
2022
Q4 		$360K Sell
3,708
-59
-2% -$5.73K 0.02% 647
2022
Q3 		$362K Sell
3,767
-3,186
-46% -$319K 0.02% 638
2022
Q2 		$705K Buy
6,953
+4,534
+187% +$468K 0.04% 396
2022
Q1 		$254K Sell
2,419
-2,000
-45% -$211K 0.01% 878
2021
Q4 		$468K Buy
4,419
+2,100
+91% +$223K 0.02% 661
2021
Q3 		$245K Hold
2,319
– – 0.01% 966
2021
Q2 		$247K Sell
2,319
-24
-1% -$2.55K 0.01% 963
2021
Q1 		$248K Buy
+2,343
New +$246K 0.01% 898
2020
Q2 		– Sell
-2,279
Closed -$228K – 1008
2020
Q1 		$228K Hold
2,279
– – 0.03% 626
2019
Q4 		$230K Hold
2,279
– – 0.02% 795
2019
Q3 		$228K Hold
2,279
– – 0.02% 775
2019
Q2 		$229K Hold
2,279
– – 0.02% 755
2019
Q1 		$227K Buy
2,279
+5
+0.2% +$494 0.02% 718
2018
Q4 		$223K Hold
2,274
– – 0.03% 646
2018
Q3 		$225K Hold
2,274
– – 0.03% 718
2018
Q2 		$227K Buy
2,274
+250
+12% +$24.9K 0.03% 679
2018
Q1 		$203K Buy
+2,024
New +$202K 0.03% 677

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

Wedbush Securities's STIP Position: Q2 2026 in Review

Wedbush Securities increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,162 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #1150.

Wedbush Securities first reported a position in STIP in Q1 2018 and has held it in 31 quarters since. The position peaked at $753K in Q1 2023. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Wedbush Securities held 2,162 shares of iShares 0-5 Year TIPS Bond ETF worth $221K as of Q2 2026.
  • Wedbush Securities bought 207 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $21.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1150 holding.
  • Wedbush Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 31 quarters since.
  • Wedbush Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $753K in Q1 2023.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.