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Fedenia Advisers’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fedenia Advisers’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 		$2.58M Buy
25,228
+9,540
+61% +$984K 0.61% 36
2026
Q1 		$1.62M Buy
15,688
+10,694
+214% +$1.1M 1.2% 18
2025
Q4 		$511K Sell
4,994
-10,064
-67% -$1.04M 0.2% 91
2025
Q3 		$1.56M Sell
15,058
-162
-1% -$16.7K 0.62% 46
2025
Q2 		$1.57M Buy
15,220
+10,254
+206% +$1.05M 0.74% 34
2025
Q1 		$514K Buy
4,966
+4,889
+6,349% +$498K 0.33% 59
2024
Q4 		$7.75K Buy
+77
New +$7.76K ﹤0.01% 364

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Fedenia Advisers's STIP Position: Q2 2026 in Review

Fedenia Advisers increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 61% in Q2 2026, buying an estimated $984K and bringing the position to 25,228 shares worth $2.58M. The position accounts for 0.61% of the portfolio, ranked #36.

Fedenia Advisers first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Fedenia Advisers held 25,228 shares of iShares 0-5 Year TIPS Bond ETF worth $2.58M as of Q2 2026.
  • Fedenia Advisers bought 9,540 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $984K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.61% of Fedenia Advisers's portfolio in Q2 2026, its #36 holding.
  • Fedenia Advisers first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.