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CoreCap Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

CoreCap Advisors’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 		$128K Buy
1,258
+191
+18% +$19.7K ﹤0.01% 1014
2026
Q1 		$110K Buy
1,067
+6
+0.6% +$618 ﹤0.01% 992
2025
Q4 		$109K Sell
1,061
-400
-27% -$41.2K ﹤0.01% 996
2025
Q3 		$151K Buy
1,461
+278
+23% +$28.7K 0.01% 884
2025
Q2 		$122K Buy
1,183
+154
+15% +$15.8K ﹤0.01% 918
2025
Q1 		$106K Sell
1,029
-100
-9% -$10.2K ﹤0.01% 884
2024
Q4 		$114K Hold
1,129
– – 0.01% 884
2024
Q3 		$114K Sell
1,129
-403
-26% -$40.4K 0.01% 859
2024
Q2 		$152K Hold
1,532
– – 0.02% 412
2024
Q1 		$152K Buy
+1,532
New +$151K 0.01% 700
2022
Q4 		$298K Buy
3,076
+22
+0.7% +$2.14K 0.02% 454
2022
Q3 		$294K Sell
3,054
-77,326
-96% -$7.74M 0.02% 424
2022
Q2 		$8.15M Buy
80,380
+43,620
+119% +$4.5M 0.64% 32
2022
Q1 		$3.86M Buy
36,760
+404
+1% +$42.5K 0.27% 70
2021
Q4 		$3.85M Buy
+36,356
New +$3.85M 0.26% 74

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

CoreCap Advisors's STIP Position: Q2 2026 in Review

CoreCap Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 18% in Q2 2026, buying an estimated $19.7K and bringing the position to 1,258 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

CoreCap Advisors first reported a position in STIP in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.15M in Q2 2022. 198 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • CoreCap Advisors held 1,258 shares of iShares 0-5 Year TIPS Bond ETF worth $128K as of Q2 2026.
  • CoreCap Advisors bought 191 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $19.7K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1014 holding.
  • CoreCap Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $8.15M in Q2 2022.
  • 198 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.