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

Alterna 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	$1.35M	Buy	13,219 +7,358	+126%	+$759K	0.77%	38
2026 Q1	$606K	Sell	5,861 -1,621	-22%	-$167K	0.46%	51
2025 Q4	$766K	Sell	7,482 -13,813	-65%	-$1.42M	0.64%	46
2025 Q3	$2.2M	Buy	21,295 +1,781	+9%	+$184K	1.81%	15
2025 Q2	$2.01M	Buy	+19,514	New	+$2M	1.61%	16
2022 Q4	–	Sell	-8,630	Closed	-$829K	–	103
2022 Q3	$829K	Hold	8,630	–	–	0.98%	28
2022 Q2	$875K	Hold	8,630	–	–	0.89%	33
2022 Q1	$906K	Buy	+8,630	New	+$909K	0.76%	34
2019 Q1	–	Sell	-3,327	Closed	-$326K	–	301
2018 Q4	$326K	Buy	+3,327	New	+$327K	0.05%	238

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Alterna Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 126% in Q2 2026, buying an estimated $759K and bringing the position to 13,219 shares worth $1.35M. The position accounts for 0.77% of the portfolio, ranked #38.

Alterna Wealth Management first reported a position in STIP in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.2M in Q3 2025. 391 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Alterna Wealth Management held 13,219 shares of iShares 0-5 Year TIPS Bond ETF worth $1.35M as of Q2 2026.
Alterna Wealth Management bought 7,358 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $759K.
iShares 0-5 Year TIPS Bond ETF made up 0.77% of Alterna Wealth Management's portfolio in Q2 2026, its #38 holding.
Alterna Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 9 quarters since.
Alterna Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.2M in Q3 2025.
391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.