Beacon Financial Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beacon Financial Strategies’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	$37.9K	Buy	+371	New	+$38.3K	0.02%	113
2023 Q3	–	Sell	-37,941	Closed	-$3.7M	–	37
2023 Q2	$3.7M	Sell	37,941 -198	-0.5%	-$19.5K	3.03%	10
2023 Q1	$3.78M	Sell	38,139 -150	-0.4%	-$14.7K	3.28%	10
2022 Q4	$3.71M	Sell	38,289 -3,770	-9%	-$366K	3.37%	10
2022 Q3	$4.04M	Buy	42,059 +2,043	+5%	+$205K	3.85%	9
2022 Q2	$4.06M	Buy	+40,016	New	+$4.13M	3.78%	9

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return