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Courier Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Courier Capital’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 		$10.6M Buy
103,542
+875
+0.9% +$90.2K 0.53% 44
2026
Q1 		$10.6M Sell
102,667
-64
-0.1% -$6.59K 0.59% 39
2025
Q4 		$10.5M Buy
102,731
+648
+0.6% +$66.7K 0.59% 40
2025
Q3 		$10.6M Buy
102,083
+344
+0.3% +$35.5K 0.6% 35
2025
Q2 		$10.5M Buy
101,739
+3,893
+4% +$399K 0.64% 33
2025
Q1 		$10.1M Sell
97,846
-426
-0.4% -$43.4K 0.66% 33
2024
Q4 		$9.89M Sell
98,272
-270
-0.3% -$27.2K 0.68% 32
2024
Q3 		$9.98M Sell
98,542
-3,346
-3% -$335K 0.68% 34
2024
Q2 		$10.1M Sell
101,888
-13,416
-12% -$1.33M 0.81% 29
2024
Q1 		$11.5M Sell
115,304
-1
-0% -$99 0.83% 30
2023
Q4 		$11.4M Buy
115,305
+1,407
+1% +$137K 0.86% 27
2023
Q3 		$11M Buy
113,898
+400
+0.4% +$38.9K 0.92% 28
2023
Q2 		$11.1M Sell
113,498
-335
-0.3% -$33K 0.87% 27
2023
Q1 		$11.3M Sell
113,833
-2,456
-2% -$240K 1.25% 17
2022
Q4 		$11.3M Sell
116,289
-577
-0.5% -$56.1K 1.3% 17
2022
Q3 		$11.2M Buy
116,866
+1,544
+1% +$155K 1.39% 14
2022
Q2 		$11.7M Buy
115,322
+410
+0.4% +$42.3K 1.37% 15
2022
Q1 		$12.1M Buy
114,912
+377
+0.3% +$39.7K 1.21% 18
2021
Q4 		$12.1M Buy
114,535
+774
+0.7% +$82K 1.13% 20
2021
Q3 		$12M Buy
113,761
+5,089
+5% +$540K 1.14% 21
2021
Q2 		$11.6M Buy
108,672
+11,591
+12% +$1.23M 1.1% 23
2021
Q1 		$10.3M Buy
97,081
+2,342
+2% +$246K 1.04% 25
2020
Q4 		$9.89M Buy
94,739
+4,795
+5% +$497K 1.07% 25
2020
Q3 		$9.27M Buy
89,944
+3,884
+5% +$402K 1.11% 23
2020
Q2 		$8.82M Buy
86,060
+164
+0.2% +$16.6K 1.14% 21
2020
Q1 		$8.64M Buy
85,896
+741
+0.9% +$74.5K 1.28% 16
2019
Q4 		$8.58M Buy
85,155
+467
+0.6% +$46.8K 1.01% 28
2019
Q3 		$8.49M Buy
84,688
+1,935
+2% +$194K 1.11% 25
2019
Q2 		$8.32M Buy
82,753
+3,496
+4% +$350K 1.06% 26
2019
Q1 		$7.9M Buy
79,257
+6,038
+8% +$597K 1.03% 28
2018
Q4 		$7.18M Buy
73,219
+1,520
+2% +$149K 1.05% 27
2018
Q3 		$7.08M Buy
71,699
+6,673
+10% +$661K 0.87% 30
2018
Q2 		$6.48M Buy
65,026
+9,585
+17% +$954K 0.84% 30
2018
Q1 		$5.55M Buy
55,441
+48,259
+672% +$4.81M 0.73% 33
2017
Q4 		$717K Sell
7,182
-75
-1% -$7.52K 0.09% 135
2017
Q3 		$728K Sell
7,257
-430
-6% -$43.2K 0.1% 128
2017
Q2 		$772K Buy
7,687
+62
+0.8% +$6.26K 0.13% 118
2017
Q1 		$774K Buy
7,625
+595
+8% +$60.1K 0.14% 118
2016
Q4 		$708K Buy
+7,030
New +$708K 0.14% 121

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

Courier Capital's STIP Position: Q2 2026 in Review

Courier Capital increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.85% in Q2 2026, buying an estimated $90.2K and bringing the position to 103,542 shares worth $10.6M. The position accounts for 0.53% of the portfolio, ranked #44.

Courier Capital first reported a position in STIP in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.1M in Q4 2021. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Courier Capital held 103,542 shares of iShares 0-5 Year TIPS Bond ETF worth $10.6M as of Q2 2026.
  • Courier Capital bought 875 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $90.2K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.53% of Courier Capital's portfolio in Q2 2026, its #44 holding.
  • Courier Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Courier Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $12.1M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.