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CWA Asset Management Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

CWA Asset Management Group’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 		$203K Sell
1,989
-2,463
-55% -$254K 0.01% 674
2026
Q1 		$460K Buy
4,452
+2,244
+102% +$231K 0.02% 503
2025
Q4 		$226K Sell
2,208
-315
-12% -$32.4K 0.01% 597
2025
Q3 		$261K Sell
2,523
-3
-0.1% -$309 0.01% 581
2025
Q2 		$260K Sell
2,526
-190
-7% -$19.5K 0.01% 567
2025
Q1 		$281K Buy
+2,716
New +$277K 0.01% 523
2024
Q4 		– Sell
-2,009
Closed -$204K – 617
2024
Q3 		$204K Buy
+2,009
New +$201K 0.01% 550
2024
Q1 		$212K Sell
2,137
-212
-9% -$20.9K 0.01% 498
2023
Q4 		$232K Sell
2,349
-682
-23% -$66.5K 0.02% 385
2023
Q3 		$294K Buy
3,031
+210
+7% +$20.4K 0.02% 290
2023
Q2 		$275K Buy
+2,821
New +$278K 0.02% 296
2023
Q1 		– Sell
-2,450
Closed -$238K – 357
2022
Q4 		$238K Sell
2,450
-100
-4% -$9.71K 0.02% 287
2022
Q3 		$245K Hold
2,550
– – 0.02% 256
2022
Q2 		$259K Hold
2,550
– – 0.02% 248
2022
Q1 		$268K Hold
2,550
– – 0.02% 247
2021
Q4 		$270K Buy
+2,550
New +$270K 0.02% 248

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

CWA Asset Management Group's STIP Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 55% in Q2 2026, selling an estimated $254K and leaving 1,989 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #674.

CWA Asset Management Group first reported a position in STIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $460K in Q1 2026. 493 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • CWA Asset Management Group held 1,989 shares of iShares 0-5 Year TIPS Bond ETF worth $203K as of Q2 2026.
  • CWA Asset Management Group sold 2,463 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #674 holding.
  • CWA Asset Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • CWA Asset Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $460K in Q1 2026.
  • 493 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.