Cypress Wealth Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cypress Wealth Services’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	$465K	Buy	+4,553	New	+$470K	0.06%	254
2025 Q4	–	Sell	-3,562	Closed	-$368K	–	400
2025 Q3	$368K	Sell	3,562 -31	-0.9%	-$3.2K	0.06%	215
2025 Q2	$370K	Buy	+3,593	New	+$369K	0.07%	202
2022 Q4	–	Sell	-5,374	Closed	-$521K	–	238
2022 Q3	$521K	Buy	5,374 +2,201	+69%	+$220K	0.18%	109
2022 Q2	$322K	Sell	3,173 -4	-0.1%	-$413	0.1%	163
2022 Q1	$333K	Buy	+3,177	New	+$335K	0.09%	166

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

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

Cypress Wealth Services's STIP Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 4,553 shares worth $465K. The stake represents 0.06% of the portfolio and ranks #254 among its holdings. This is a return to the name: Cypress Wealth Services previously reported a position in STIP as recently as Q3 2025.

Cypress Wealth Services first reported a position in STIP in Q1 2022 and has held it in 6 quarters since. The position peaked at $521K in Q3 2022. 234 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Cypress Wealth Services held 4,553 shares of iShares 0-5 Year TIPS Bond ETF worth $465K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Cypress Wealth Services position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #254 holding.
Cypress Wealth Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 6 quarters since.
Cypress Wealth Services's iShares 0-5 Year TIPS Bond ETF position peaked at $521K in Q3 2022.
234 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.