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

Abound 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	$409	Sell	4 -23	-85%	-$2.37K	﹤0.01%	981
2026 Q1	$2.79K	Buy	+27	New	+$2.78K	﹤0.01%	848
2023 Q4	–	Sell	-7	Closed	-$679	–	1396
2023 Q3	$679	Buy	+7	New	+$680	﹤0.01%	755
2023 Q2	–	Sell	-2	Closed	-$199	–	1222
2023 Q1	$199	Buy	+2	New	+$195	﹤0.01%	696

Other funds holding STIP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

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

Abound Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 85% in Q2 2026, selling an estimated $2.37K and leaving 4 shares worth $409. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Abound Wealth Management first reported a position in STIP in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.79K in Q1 2026. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Abound Wealth Management held 4 shares of iShares 0-5 Year TIPS Bond ETF worth $409 as of Q2 2026.
Abound Wealth Management sold 23 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.37K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #981 holding.
Abound Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 4 quarters since.
Abound Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.79K in Q1 2026.
194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.