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Concord Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Concord Wealth Partners’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 		$167K Buy
+1,637
New +$169K 0.02% 232
2024
Q1 		– Sell
-385
Closed -$38K – 898
2023
Q4 		$38K Buy
+385
New +$37.5K 0.01% 393

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RWM
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Morgan Stanley
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CCM
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Concord Wealth Partners's STIP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 1,637 shares worth $167K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in STIP as recently as Q4 2023.

Concord Wealth Partners first reported a position in STIP in Q4 2023 and has held it in 2 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Concord Wealth Partners held 1,637 shares of iShares 0-5 Year TIPS Bond ETF worth $167K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Concord Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.