Boltwood Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Boltwood Capital 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	$3.39M	Buy	33,140 +10,875	+49%	+$1.12M	0.78%	35
2026 Q1	$2.3M	Buy	22,265 +10,240	+85%	+$1.05M	0.59%	43
2025 Q4	$1.23M	Buy	12,025 +2,525	+27%	+$260K	0.32%	71
2025 Q3	$982K	Buy	9,500 +2,900	+44%	+$299K	0.26%	84
2025 Q2	$679K	Buy	6,600 +3,600	+120%	+$369K	0.19%	105
2025 Q1	$310K	Buy	+3,000	New	+$306K	0.09%	146
2022 Q4	–	Sell	-3,300	Closed	-$317K	–	149
2022 Q3	$317K	Hold	3,300	–	–	0.15%	121
2022 Q2	$335K	Hold	3,300	–	–	0.15%	121
2022 Q1	$346K	Hold	3,300	–	–	0.13%	130
2021 Q4	$349K	Hold	3,300	–	–	0.13%	128
2021 Q3	$349K	Hold	3,300	–	–	0.14%	127
2021 Q2	$351K	Hold	3,300	–	–	0.15%	127
2021 Q1	$349K	Hold	3,300	–	–	0.16%	123
2020 Q4	$345K	Hold	3,300	–	–	0.17%	116
2020 Q3	$343K	Hold	3,300	–	–	0.19%	112
2020 Q2	$338K	Hold	3,300	–	–	0.2%	107
2020 Q1	$330K	Hold	3,300	–	–	0.23%	104
2019 Q4	$332K	Hold	3,300	–	–	0.19%	117
2019 Q3	$331K	Hold	3,300	–	–	0.21%	112
2019 Q2	$332K	Hold	3,300	–	–	0.21%	108
2019 Q1	$329K	Hold	3,300	–	–	0.21%	106
2018 Q4	$323K	Hold	3,300	–	–	0.22%	104
2018 Q3	$325K	Buy	+3,300	New	+$327K	0.19%	113

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

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

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

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

SCM

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

Boltwood Capital Management's STIP Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 49% in Q2 2026, buying an estimated $1.12M and bringing the position to 33,140 shares worth $3.39M. The position accounts for 0.78% of the portfolio, ranked #35.

Boltwood Capital Management first reported a position in STIP in Q3 2018 and has held it in 23 quarters since. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Boltwood Capital Management held 33,140 shares of iShares 0-5 Year TIPS Bond ETF worth $3.39M as of Q2 2026.
Boltwood Capital Management bought 10,875 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.12M.
iShares 0-5 Year TIPS Bond ETF made up 0.78% of Boltwood Capital Management's portfolio in Q2 2026, its #35 holding.
Boltwood Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 23 quarters since.
169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.