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Elevation Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Elevation Wealth Partners’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 		$147K Sell
1,438
-377
-21% -$38.9K 0.04% 163
2026
Q1 		$188K Hold
1,815
– – 0.07% 121
2025
Q4 		$186K Sell
1,815
-455
-20% -$46.8K 0.07% 120
2025
Q3 		$235K Hold
2,270
– – 0.08% 107
2025
Q2 		$234K Hold
2,270
– – 0.09% 104
2025
Q1 		$235K Hold
2,270
– – 0.1% 102
2024
Q4 		$228K Buy
+2,270
New +$229K 0.1% 106

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Elevation Wealth Partners's STIP Position: Q2 2026 in Review

Elevation Wealth Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 21% in Q2 2026, selling an estimated $38.9K and leaving 1,438 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #163.

Elevation Wealth Partners first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $235K in Q1 2025. 349 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Elevation Wealth Partners held 1,438 shares of iShares 0-5 Year TIPS Bond ETF worth $147K as of Q2 2026.
  • Elevation Wealth Partners sold 377 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $38.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #163 holding.
  • Elevation Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Elevation Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $235K in Q1 2025.
  • 349 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.