Financial Network Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial Network Wealth 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	$392K	Buy	3,841 +325	+9%	+$33.5K	0.4%	49
2026 Q1	$364K	Sell	3,516 -3,340	-49%	-$344K	0.37%	52
2025 Q4	$702K	Buy	6,856 +444	+7%	+$45.7K	0.73%	24
2025 Q3	$663K	Sell	6,412 -145	-2%	-$15K	0.72%	25
2025 Q2	$675K	Buy	6,557 +272	+4%	+$27.9K	0.82%	19
2025 Q1	$650K	Buy	6,285 +4,320	+220%	+$440K	0.85%	20
2024 Q4	$198K	Sell	1,965 -2,576	-57%	-$260K	0.37%	57
2024 Q3	$460K	Sell	4,541 -883	-16%	-$88.4K	0.38%	55
2024 Q2	$540K	Sell	5,424 -373	-6%	-$37K	0.4%	55
2024 Q1	$576K	Sell	5,797 -323	-5%	-$31.9K	0.57%	49
2023 Q4	$603K	Buy	+6,120	New	+$596K	0.64%	37

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Financial Network Wealth Advisors's STIP Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.2% in Q2 2026, buying an estimated $33.5K and bringing the position to 3,841 shares worth $392K. The position accounts for 0.4% of the portfolio, ranked #49.

Financial Network Wealth Advisors first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $702K in Q4 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Financial Network Wealth Advisors held 3,841 shares of iShares 0-5 Year TIPS Bond ETF worth $392K as of Q2 2026.
Financial Network Wealth Advisors bought 325 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $33.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.4% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Financial Network Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $702K in Q4 2025.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.