EWM
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Empirical Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Empirical Wealth 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 		$17.3M Sell
169,160
-1,111
-0.7% -$115K 0.25% 74
2026
Q1 		$17.6M Sell
170,271
-3,559
-2% -$366K 0.3% 60
2025
Q4 		$17.8M Buy
173,830
+653
+0.4% +$67.2K 0.32% 56
2025
Q3 		$17.9M Sell
173,177
-661
-0.4% -$68.2K 0.36% 54
2025
Q2 		$17.9M Sell
173,838
-16,825
-9% -$1.73M 0.4% 50
2025
Q1 		$19.7M Sell
190,663
-5,407
-3% -$551K 0.51% 34
2024
Q4 		$19.7M Buy
196,070
+13,179
+7% +$1.33M 0.54% 35
2024
Q3 		$18.5M Sell
182,891
-2,908
-2% -$291K 0.52% 35
2024
Q2 		$18.5M Sell
185,799
-6,127
-3% -$608K 0.55% 33
2024
Q1 		$19.1M Buy
191,926
+5,104
+3% +$504K 0.58% 29
2023
Q4 		$18.4M Sell
186,822
-9,844
-5% -$959K 0.61% 29
2023
Q3 		$19.1M Sell
196,666
-55,721
-22% -$5.41M 0.75% 26
2023
Q2 		$24.6M Sell
252,387
-10,768
-4% -$1.06M 0.99% 22
2023
Q1 		$26.1M Buy
263,155
+71,835
+38% +$7.02M 1.13% 22
2022
Q4 		$18.6M Buy
191,320
+101,243
+112% +$9.84M 0.87% 26
2022
Q3 		$8.66M Buy
90,077
+63,005
+233% +$6.31M 0.45% 45
2022
Q2 		$2.75M Buy
27,072
+6,197
+30% +$640K 0.14% 106
2022
Q1 		$2.19M Buy
20,875
+8,488
+69% +$894K 0.11% 124
2021
Q4 		$1.31M Buy
12,387
+221
+2% +$23.4K 0.07% 172
2021
Q3 		$1.28M Sell
12,166
-1,717
-12% -$182K 0.07% 159
2021
Q2 		$1.48M Buy
13,883
+2,657
+24% +$282K 0.09% 138
2021
Q1 		$1.19M Sell
11,226
-1,815
-14% -$191K 0.1% 136
2020
Q4 		$1.36M Buy
13,041
+275
+2% +$28.5K 0.1% 128
2020
Q3 		$1.33M Buy
12,766
+660
+5% +$68.3K 0.11% 120
2020
Q2 		$1.24M Sell
12,106
-550
-4% -$55.8K 0.12% 117
2020
Q1 		$1.26M Buy
12,656
+3,590
+40% +$361K 0.14% 101
2019
Q4 		$913K Sell
9,066
-3
-0% -$301 0.1% 131
2019
Q3 		$908K Hold
9,069
– – 0.11% 122
2019
Q2 		$912K Sell
9,069
-653
-7% -$65.3K 0.12% 105
2019
Q1 		$969K Buy
9,722
+2,815
+41% +$278K 0.14% 90
2018
Q4 		$677K Buy
6,907
+2,940
+74% +$289K 0.12% 106
2018
Q3 		$392K Sell
3,967
-1,895
-32% -$188K 0.07% 141
2018
Q2 		$584K Buy
5,862
+70
+1% +$6.97K 0.11% 98
2018
Q1 		$580K Buy
+5,792
New +$578K 0.11% 91
2017
Q1 		– Sell
-2,047
Closed -$206K – 137
2016
Q4 		$206K Buy
+2,047
New +$206K 0.05% 120

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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
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
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Empirical Wealth Management's STIP Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.65% in Q2 2026, selling an estimated $115K and leaving 169,160 shares worth $17.3M. The position accounts for 0.25% of the portfolio, ranked #74.

Empirical Wealth Management first reported a position in STIP in Q4 2016 and has held it in 35 quarters since. The position peaked at $26.1M in Q1 2023. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Empirical Wealth Management held 169,160 shares of iShares 0-5 Year TIPS Bond ETF worth $17.3M as of Q2 2026.
  • Empirical Wealth Management sold 1,111 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $115K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.25% of Empirical Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Empirical Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Empirical Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $26.1M in Q1 2023.
  • 194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.