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FC Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

FC Advisory’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 		$562K Buy
5,503
+228
+4% +$23.5K 0.15% 77
2026
Q1 		$546K Sell
5,275
-102
-2% -$10.5K 0.16% 76
2025
Q4 		$551K Sell
5,377
-90
-2% -$9.27K 0.16% 75
2025
Q3 		$565K Buy
5,467
+38
+0.7% +$3.92K 0.17% 75
2025
Q2 		$559K Buy
5,429
+496
+10% +$50.9K 0.17% 76
2025
Q1 		$510K Buy
4,933
+5
+0.1% +$509 0.17% 78
2024
Q4 		$496K Buy
4,928
+147
+3% +$14.8K 0.17% 74
2024
Q3 		$484K Buy
4,781
+319
+7% +$32K 0.16% 77
2024
Q2 		$444K Buy
4,462
+90
+2% +$8.93K 0.16% 74
2024
Q1 		$435K Hold
4,372
– – 0.16% 73
2023
Q4 		$431K Buy
4,372
+1,170
+37% +$114K 0.17% 74
2023
Q3 		$310K Buy
3,202
+235
+8% +$22.8K 0.13% 82
2023
Q2 		$290K Buy
+2,967
New +$292K 0.12% 84

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
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

FC Advisory's STIP Position: Q2 2026 in Review

FC Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.3% in Q2 2026, buying an estimated $23.5K and bringing the position to 5,503 shares worth $562K. The position accounts for 0.15% of the portfolio, ranked #77.

FC Advisory first reported a position in STIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $565K in Q3 2025. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • FC Advisory held 5,503 shares of iShares 0-5 Year TIPS Bond ETF worth $562K as of Q2 2026.
  • FC Advisory bought 228 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $23.5K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.15% of FC Advisory's portfolio in Q2 2026, its #77 holding.
  • FC Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • FC Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $565K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.