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

Corepath 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 		$580K Hold
5,720
– – 0.36% 21
2026
Q1 		$591K Sell
5,720
-1
-0% -$103 0.4% 20
2025
Q4 		$587K Sell
5,721
-492
-8% -$50.6K 0.39% 20
2025
Q3 		$641K Sell
6,213
-2,431
-28% -$251K 0.47% 19
2025
Q2 		$885K Sell
8,644
-1,441
-14% -$148K 0.75% 15
2025
Q1 		$1.04M Sell
10,085
-1,733
-15% -$177K 0.99% 14
2024
Q4 		$1.19M Sell
11,818
-915
-7% -$92.2K 1.16% 14
2024
Q3 		$1.29M Sell
12,733
-884
-6% -$88.5K 1.25% 14
2024
Q2 		$1.35M Sell
13,617
-518
-4% -$51.4K 1.43% 14
2024
Q1 		$1.4M Sell
14,135
-5,919
-30% -$585K 1.55% 14
2023
Q4 		$1.97M Sell
20,054
-2,724
-12% -$265K 1.1% 15
2023
Q3 		$2.21M Sell
22,778
-2,189
-9% -$213K 1.33% 14
2023
Q2 		$2.43M Sell
24,967
-81,371
-77% -$8M 1.43% 14
2023
Q1 		$10.5M Sell
106,338
-1,021
-1% -$99.8K 6.62% 5
2022
Q4 		$10.4M Buy
107,359
+4,767
+5% +$463K 6.96% 4
2022
Q3 		$9.95M Buy
102,592
+3,872
+4% +$388K 7.39% 4
2022
Q2 		$9.94M Buy
+98,720
New +$10.2M 7.36% 4

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Corepath Wealth Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 5,720 shares worth $580K. The position accounts for 0.36% of the portfolio, ranked #21.

Corepath Wealth Partners first reported a position in STIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.5M in Q1 2023. 234 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Corepath Wealth Partners held 5,720 shares of iShares 0-5 Year TIPS Bond ETF worth $580K as of Q2 2026.
  • Corepath 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 0.36% of Corepath Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Corepath Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Corepath Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $10.5M in Q1 2023.
  • 234 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.