Ehrlich Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ehrlich Financial 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	$525K	Buy	5,140 +283	+6%	+$29.2K	0.27%	76
2026 Q1	$502K	Sell	4,857 -5,099	-51%	-$525K	0.29%	76
2025 Q4	$1.02M	Sell	9,956 -1,538	-13%	-$158K	0.58%	44
2025 Q3	$1.19M	Buy	11,494 +4,050	+54%	+$418K	0.71%	43
2025 Q2	$766K	Buy	+7,444	New	+$764K	0.5%	51
2024 Q2	–	Sell	-2,150	Closed	-$214K	–	115
2024 Q1	$214K	Sell	2,150 -793	-27%	-$78.4K	0.18%	94
2023 Q4	$290K	Buy	+2,943	New	+$287K	0.29%	74

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

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

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Ehrlich Financial Group's STIP Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.8% in Q2 2026, buying an estimated $29.2K and bringing the position to 5,140 shares worth $525K. The position accounts for 0.27% of the portfolio, ranked #76.

Ehrlich Financial Group first reported a position in STIP in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Ehrlich Financial Group held 5,140 shares of iShares 0-5 Year TIPS Bond ETF worth $525K as of Q2 2026.
Ehrlich Financial Group bought 283 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $29.2K.
iShares 0-5 Year TIPS Bond ETF made up 0.27% of Ehrlich Financial Group's portfolio in Q2 2026, its #76 holding.
Ehrlich Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 7 quarters since.
Ehrlich Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.19M in Q3 2025.
218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.