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

Dock Street Asset Management’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	$334K	Buy	+3,265	New	+$337K	0.03%	53

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Dock Street Asset Management's STIP Position: Q2 2026 in Review

Dock Street Asset Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,265 shares worth $334K. The stake represents 0.03% of the portfolio and ranks #53 among its holdings.

391 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Dock Street Asset Management held 3,265 shares of iShares 0-5 Year TIPS Bond ETF worth $334K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Dock Street Asset Management position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Dock Street Asset Management's portfolio in Q2 2026, its #53 holding.
391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Dock Street Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.