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

Core 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	$354K	Hold	3,468	–	–	0.15%	123
2026 Q1	$359K	Hold	3,468	–	–	0.17%	113
2025 Q4	$355K	Hold	3,468	–	–	0.16%	112
2025 Q3	$358K	Hold	3,468	–	–	0.16%	109
2025 Q2	$357K	Hold	3,468	–	–	0.18%	111
2025 Q1	$359K	Hold	3,468	–	–	0.21%	108
2024 Q4	$349K	Hold	3,468	–	–	0.2%	108
2024 Q3	$351K	Hold	3,468	–	–	0.21%	101
2024 Q2	$345K	Hold	3,468	–	–	0.24%	88
2024 Q1	$345K	Hold	3,468	–	–	0.26%	78
2023 Q4	$342K	Hold	3,468	–	–	0.28%	73
2023 Q3	$336K	Hold	3,468	–	–	0.31%	67
2023 Q2	$338K	Hold	3,468	–	–	0.31%	69
2023 Q1	$344K	Buy	+3,468	New	+$339K	0.35%	65

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Core Wealth Partners's STIP Position: Q2 2026 in Review

Core Wealth Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 3,468 shares worth $354K. The position accounts for 0.15% of the portfolio, ranked #123.

Core Wealth Partners first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $359K in Q1 2025. 206 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Core Wealth Partners held 3,468 shares of iShares 0-5 Year TIPS Bond ETF worth $354K as of Q2 2026.
Core Wealth Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.15% of Core Wealth Partners's portfolio in Q2 2026, its #123 holding.
Core Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
Core Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $359K in Q1 2025.
206 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.