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

Avior 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 		$349K Sell
3,412
-26
-0.8% -$2.68K 0.01% 609
2026
Q1 		$356K Buy
3,438
+228
+7% +$23.5K 0.01% 638
2025
Q4 		$329K Buy
3,210
+435
+16% +$44.8K 0.01% 582
2025
Q3 		$287K Buy
2,775
+332
+14% +$34.2K 0.01% 607
2025
Q2 		$251K Buy
2,443
+200
+9% +$20.5K 0.01% 616
2025
Q1 		$232K Buy
2,243
+408
+22% +$41.6K 0.01% 617
2024
Q4 		$185K Buy
1,835
+73
+4% +$7.36K 0.01% 722
2024
Q3 		$179K Buy
1,762
+18
+1% +$1.8K 0.01% 726
2024
Q2 		$174K Sell
1,744
-15
-0.9% -$1.49K 0.01% 707
2024
Q1 		$175K Buy
1,759
+70
+4% +$6.92K 0.01% 750
2023
Q4 		$167K Sell
1,689
-134
-7% -$13.1K 0.01% 544
2023
Q3 		$177K Buy
1,823
+778
+74% +$75.6K 0.01% 547
2023
Q2 		$102K Buy
1,045
+545
+109% +$53.6K 0.01% 624
2023
Q1 		$49.6K Sell
500
-22
-4% -$2.15K ﹤0.01% 769
2022
Q4 		$50.6K Buy
522
+108
+26% +$10.5K ﹤0.01% 626
2022
Q3 		$39K Buy
414
+154
+59% +$15.4K ﹤0.01% 643
2022
Q2 		$26K Buy
260
+9
+4% +$929 ﹤0.01% 646
2022
Q1 		$26K Sell
251
-333
-57% -$35.1K ﹤0.01% 679
2021
Q4 		$61K Sell
584
-1,126
-66% -$119K 0.01% 561
2021
Q3 		$180K Sell
1,710
-132
-7% -$14K 0.01% 432
2021
Q2 		$195K Sell
1,842
-638
-26% -$67.8K 0.02% 405
2021
Q1 		$262K Buy
2,480
+2,360
+1,967% +$248K 0.03% 379
2020
Q4 		$12K Hold
120
– – ﹤0.01% 689
2020
Q3 		$12K Buy
120
+10
+9% +$1.03K ﹤0.01% 664
2020
Q2 		$11K Hold
110
– – ﹤0.01% 658
2020
Q1 		$10K Sell
110
-93
-46% -$9.35K ﹤0.01% 577
2019
Q4 		$20K Buy
203
+2
+1% +$201 ﹤0.01% 529
2019
Q3 		$20K Buy
201
+4
+2% +$401 ﹤0.01% 526
2019
Q2 		$20K Buy
197
+2
+1% +$200 ﹤0.01% 526
2019
Q1 		$19K Hold
195
– – ﹤0.01% 492
2018
Q4 		$19K Buy
195
+76
+64% +$7.46K ﹤0.01% 532
2018
Q3 		$12K Buy
119
+2
+2% +$198 ﹤0.01% 569
2018
Q2 		$12K Buy
117
+77
+193% +$7.67K ﹤0.01% 576
2018
Q1 		$4K Hold
40
– – ﹤0.01% 651
2017
Q4 		$4K Hold
40
– – ﹤0.01% 664
2017
Q3 		$4K Hold
40
– – ﹤0.01% 407
2017
Q2 		$4K Hold
40
– – ﹤0.01% 384
2017
Q1 		$4K Hold
40
– – ﹤0.01% 422
2016
Q4 		$4K Hold
40
– – ﹤0.01% 411
2016
Q3 		$4K Buy
+40
New +$4.04K ﹤0.01% 395

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

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

Avior Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.76% in Q2 2026, selling an estimated $2.68K and leaving 3,412 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #609.

Avior Wealth Management first reported a position in STIP in Q3 2016 and has held it in 40 quarters since. The position peaked at $356K in Q1 2026. 202 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Avior Wealth Management held 3,412 shares of iShares 0-5 Year TIPS Bond ETF worth $349K as of Q2 2026.
  • Avior Wealth Management sold 26 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.68K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Avior Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2016 and has held it in 40 quarters since.
  • Avior Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $356K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.