WWM
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Western Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Western Wealth 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 		$482K Buy
4,721
+1,241
+36% +$128K 0.02% 687
2026
Q1 		$360K Sell
3,480
-7,156
-67% -$737K 0.01% 736
2025
Q4 		$1.09M Buy
10,636
+7,920
+292% +$815K 0.05% 322
2025
Q3 		$281K Sell
2,716
-1,133
-29% -$117K 0.01% 619
2025
Q2 		$396K Buy
3,849
+501
+15% +$51.4K 0.02% 483
2025
Q1 		$346K Buy
3,348
+1,091
+48% +$111K 0.02% 487
2024
Q4 		$227K Sell
2,257
-352
-13% -$35.5K 0.01% 688
2024
Q3 		$264K Sell
2,609
-1,784
-41% -$179K 0.02% 638
2024
Q2 		$437K Sell
4,393
-871
-17% -$86.4K 0.03% 396
2024
Q1 		$523K Sell
5,264
-329
-6% -$32.5K 0.04% 357
2023
Q4 		$551K Sell
5,593
-2,666
-32% -$260K 0.04% 385
2023
Q3 		$800K Sell
8,259
-156
-2% -$15.2K 0.07% 294
2023
Q2 		$821K Sell
8,415
-815
-9% -$80.2K 0.07% 278
2023
Q1 		$916K Sell
9,230
-1,267
-12% -$124K 0.09% 246
2022
Q4 		$1.02M Sell
10,497
-12,131
-54% -$1.18M 0.1% 217
2022
Q3 		$2.17M Sell
22,628
-1,591
-7% -$159K 0.12% 171
2022
Q2 		$2.45M Buy
24,219
+15,192
+168% +$1.57M 0.14% 156
2022
Q1 		$947K Buy
9,027
+1,017
+13% +$107K 0.05% 345
2021
Q4 		$845K Buy
+8,010
New +$849K 0.08% 223
2021
Q2 		$892K Buy
8,409
+1,522
+22% +$162K 0.09% 233
2021
Q1 		$728K Buy
6,887
+2,662
+63% +$280K 0.1% 208
2020
Q4 		$441K Hold
4,225
– – 0.06% 275
2020
Q3 		$440K Sell
4,225
-250
-6% -$25.9K 0.07% 260
2020
Q2 		$458K Sell
4,475
-800
-15% -$81.2K 0.08% 244
2020
Q1 		$527K Sell
5,275
-520
-9% -$52.3K 0.12% 179
2019
Q4 		$584K Sell
5,795
-1,600
-22% -$160K 0.09% 216
2019
Q3 		$741K Sell
7,395
-250
-3% -$25K 0.15% 152
2019
Q2 		$769K Hold
7,645
– – 0.1% 162
2019
Q1 		$763K Buy
7,645
+120
+2% +$11.9K 0.17% 141
2018
Q4 		$738K Buy
+7,525
New +$739K 0.2% 129

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

Western Wealth Management's STIP Position: Q2 2026 in Review

Western Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 36% in Q2 2026, buying an estimated $128K and bringing the position to 4,721 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #687.

Western Wealth Management first reported a position in STIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.45M in Q2 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Western Wealth Management held 4,721 shares of iShares 0-5 Year TIPS Bond ETF worth $482K as of Q2 2026.
  • Western Wealth Management bought 1,241 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #687 holding.
  • Western Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.45M in Q2 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.