WOSD
STIP icon

WFA of San Diego’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WFA of San Diego’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 		– Sell
-870
Closed -$90K – 340
2026
Q1 		$90K Buy
870
+225
+35% +$23.2K 0.07% 138
2025
Q4 		$66K Buy
645
+215
+50% +$22.1K 0.05% 171
2025
Q3 		$44.4K Sell
430
-70
-14% -$7.22K 0.03% 216
2025
Q2 		$51.5K Buy
+500
New +$51.3K 0.04% 196
2024
Q3 		$52.7K Buy
520
+50
+11% +$5.01K 0.04% 179
2024
Q2 		$46.8K Buy
+470
New +$46.6K 0.04% 183
2023
Q3 		$35.9K Hold
370
– – 0.04% 196
2023
Q2 		$36.1K Buy
+370
New +$36.4K 0.04% 197

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 22.9% 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

WFA of San Diego's STIP Position: Q2 2026 in Review

WFA of San Diego sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 870 shares — an estimated $90K sold.

WFA of San Diego first reported a position in STIP in Q2 2023 and held it in 8 quarters. The position peaked at $90K in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • WFA of San Diego reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 870 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $90K.
  • WFA of San Diego first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and held it in 8 quarters.
  • WFA of San Diego's iShares 0-5 Year TIPS Bond ETF position peaked at $90K in Q1 2026.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.