Avant Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Avant Financial 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	$824K	Buy	8,061 +272	+3%	+$28.1K	0.51%	35
2026 Q1	$806K	Buy	7,789 +893	+13%	+$91.9K	0.57%	32
2025 Q4	$706K	Buy	6,896 +84	+1%	+$8.65K	0.51%	37
2025 Q3	$704K	Buy	6,812 +1,568	+30%	+$162K	0.53%	37
2025 Q2	$540K	Buy	5,244 +119	+2%	+$12.2K	0.44%	45
2025 Q1	$530K	Buy	5,125 +160	+3%	+$16.3K	0.48%	41
2024 Q4	$499K	Buy	+4,965	New	+$500K	0.46%	46

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Avant Financial Advisors's STIP Position: Q2 2026 in Review

Avant Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q2 2026, buying an estimated $28.1K and bringing the position to 8,061 shares worth $824K. The position accounts for 0.51% of the portfolio, ranked #35.

Avant Financial Advisors first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Avant Financial Advisors held 8,061 shares of iShares 0-5 Year TIPS Bond ETF worth $824K as of Q2 2026.
Avant Financial Advisors 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 0.51% of Avant Financial Advisors's portfolio in Q2 2026, its #35 holding.
Avant Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.