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Affinity Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Affinity Capital Advisors’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 		$387K Sell
3,815
-173
-4% -$17.8K 0.05% 126
2026
Q1 		$412K Sell
3,988
-50
-1% -$5.15K 0.06% 112
2025
Q4 		$413K Buy
4,038
+535
+15% +$55.1K 0.06% 114
2025
Q3 		$361K Buy
3,503
+592
+20% +$61.1K 0.06% 115
2025
Q2 		$300K Buy
2,911
+46
+2% +$4.72K 0.05% 130
2025
Q1 		$293K Buy
+2,865
New +$292K 0.06% 120

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
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
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
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Affinity Capital Advisors's STIP Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.3% in Q2 2026, selling an estimated $17.8K and leaving 3,815 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #126.

Affinity Capital Advisors first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $413K in Q4 2025. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Affinity Capital Advisors held 3,815 shares of iShares 0-5 Year TIPS Bond ETF worth $387K as of Q2 2026.
  • Affinity Capital Advisors sold 173 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $17.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Affinity Capital Advisors's portfolio in Q2 2026, its #126 holding.
  • Affinity Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Affinity Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $413K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.