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

Barnes Wealth Management Group’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 		$248K Buy
+2,428
New +$250K 0.11% 166

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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $385M AUM 18.43% 1-Year Est. Return

Barnes Wealth Management Group's STIP Position: Q2 2026 in Review

Barnes Wealth Management Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,428 shares worth $248K. The stake represents 0.11% of the portfolio and ranks #166 among its holdings.

321 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Barnes Wealth Management Group held 2,428 shares of iShares 0-5 Year TIPS Bond ETF worth $248K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Barnes Wealth Management Group position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Barnes Wealth Management Group's portfolio in Q2 2026, its #166 holding.
  • 321 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.