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

Accurate 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 		$272K Buy
2,686
+272
+11% +$28.1K 0.03% 480
2026
Q1 		$250K Sell
2,414
-42
-2% -$4.32K 0.03% 461
2025
Q4 		$252K Sell
2,456
-25
-1% -$2.57K 0.03% 439
2025
Q3 		$257K Buy
2,481
+52
+2% +$5.36K 0.03% 428
2025
Q2 		$249K Sell
2,429
-23
-0.9% -$2.36K 0.04% 392
2025
Q1 		$251K Buy
2,452
+39
+2% +$3.97K 0.05% 327
2024
Q4 		$243K Hold
2,413
– – 0.05% 328
2024
Q3 		$244K Hold
2,413
– – 0.05% 323
2024
Q2 		$240K Hold
2,413
– – 0.06% 285
2024
Q1 		$239K Sell
2,413
-100
-4% -$9.88K 0.07% 250
2023
Q4 		$248K Hold
2,513
– – 0.08% 231
2023
Q3 		$243K Sell
2,513
-814
-24% -$79.1K 0.08% 222
2023
Q2 		$323K Sell
3,327
-682
-17% -$67.1K 0.1% 193
2023
Q1 		$398K Sell
4,009
-2,890
-42% -$282K 0.14% 159
2022
Q4 		$670K Buy
6,899
+4,729
+218% +$459K 0.25% 79
2022
Q3 		$209K Sell
2,170
-1,446
-40% -$145K 0.09% 176
2022
Q2 		$366K Buy
+3,616
New +$373K 0.2% 99

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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
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

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

Accurate Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,686 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #480.

Accurate Wealth Management first reported a position in STIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $670K in Q4 2022. 206 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Accurate Wealth Management held 2,686 shares of iShares 0-5 Year TIPS Bond ETF worth $272K as of Q2 2026.
  • Accurate Wealth Management bought 272 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $28.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Accurate Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Accurate Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $670K in Q4 2022.
  • 206 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.