FFA
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Farther Finance Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Farther Finance Advisors’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 		$114M Buy
1,118,491
+172,279
+18% +$17.8M 0.89% 17
2026
Q1 		$97.6M Buy
946,212
+207,688
+28% +$21.4M 0.92% 15
2025
Q4 		$75.6M Buy
738,524
+293,986
+66% +$30.3M 0.81% 18
2025
Q3 		$45.9M Buy
444,538
+236,497
+114% +$24.4M 0.69% 23
2025
Q2 		$21.4M Buy
208,041
+160,156
+334% +$16.4M 0.43% 40
2025
Q1 		$4.92M Buy
47,885
+45,036
+1,581% +$4.59M 0.13% 151
2024
Q4 		$287K Buy
2,849
+216
+8% +$21.8K 0.01% 826
2024
Q3 		$267K Buy
2,633
+1,515
+136% +$152K 0.01% 882
2024
Q2 		$111K Sell
1,118
-10
-0.9% -$992 0.01% 1092
2024
Q1 		$112K Sell
1,128
-148
-12% -$14.6K 0.01% 910
2023
Q4 		$126K Buy
1,276
+301
+31% +$29.3K 0.01% 720
2023
Q3 		$94.5K Sell
975
-142
-13% -$13.8K 0.01% 580
2023
Q2 		$109K Buy
1,117
+595
+114% +$58.5K 0.02% 436
2023
Q1 		$51.8K Sell
522
-614
-54% -$60K 0.02% 591
2022
Q4 		$110K Buy
+1,136
New +$110K 0.04% 304

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Farther Finance Advisors's STIP Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 18% in Q2 2026, buying an estimated $17.8M and bringing the position to 1,118,491 shares worth $114M. The position accounts for 0.89% of the portfolio, ranked #17.

Farther Finance Advisors first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. 179 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Farther Finance Advisors held 1,118,491 shares of iShares 0-5 Year TIPS Bond ETF worth $114M as of Q2 2026.
  • Farther Finance Advisors bought 172,279 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $17.8M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.89% of Farther Finance Advisors's portfolio in Q2 2026, its #17 holding.
  • Farther Finance Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.