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ARK & TLK Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

ARK & TLK Investments’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 		$452K Hold
4,428
– – 0.11% 91
2026
Q1 		$458K Hold
4,428
– – 0.12% 86
2025
Q4 		$453K Hold
4,428
– – 0.12% 83
2025
Q3 		$458K Sell
4,428
-1,444
-25% -$149K 0.15% 79
2025
Q2 		$604K Sell
5,872
-261
-4% -$26.8K 0.19% 62
2025
Q1 		$635K Hold
6,133
– – 0.22% 57
2024
Q4 		$617K Buy
6,133
+2,519
+70% +$254K 0.21% 57
2024
Q3 		$366K Sell
3,614
-1,278
-26% -$128K 0.13% 85
2024
Q2 		$487K Sell
4,892
-50
-1% -$4.96K 0.18% 61
2024
Q1 		$491K Buy
4,942
+1
+0% +$99 0.19% 62
2023
Q4 		$487K Buy
+4,941
New +$481K 0.19% 62

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

ARK & TLK Investments's STIP Position: Q2 2026 in Review

ARK & TLK Investments held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 4,428 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #91.

ARK & TLK Investments first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $635K in Q1 2025. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • ARK & TLK Investments held 4,428 shares of iShares 0-5 Year TIPS Bond ETF worth $452K as of Q2 2026.
  • ARK & TLK Investments left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of ARK & TLK Investments's portfolio in Q2 2026, its #91 holding.
  • ARK & TLK Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • ARK & TLK Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $635K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.