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Clune & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Clune & Associates’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 		$663K Buy
6,495
+60
+0.9% +$6.19K 0.1% 103
2026
Q1 		$666K Sell
6,435
-50
-0.8% -$5.15K 0.13% 103
2025
Q4 		$664K Buy
6,485
+69
+1% +$7.1K 0.14% 105
2025
Q3 		$663K Buy
6,416
+246
+4% +$25.4K 0.17% 101
2025
Q2 		$635K Buy
6,170
+529
+9% +$54.3K 0.17% 98
2025
Q1 		$584K Buy
5,641
+395
+8% +$40.2K 0.18% 96
2024
Q4 		$528K Buy
+5,246
New +$529K 0.18% 98

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

Clune & Associates's STIP Position: Q2 2026 in Review

Clune & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.93% in Q2 2026, buying an estimated $6.19K and bringing the position to 6,495 shares worth $663K. The position accounts for 0.1% of the portfolio, ranked #103.

Clune & Associates first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $666K in Q1 2026. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Clune & Associates held 6,495 shares of iShares 0-5 Year TIPS Bond ETF worth $663K as of Q2 2026.
  • Clune & Associates bought 60 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.19K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Clune & Associates's portfolio in Q2 2026, its #103 holding.
  • Clune & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $666K in Q1 2026.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.