Financial & Tax Architects’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial & Tax Architects’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	$1.89M	Sell	18,453 -988	-5%	-$102K	0.4%	58
2026 Q1	$2.01M	Sell	19,441 -375	-2%	-$38.6K	0.45%	57
2025 Q4	$2.03M	Sell	19,816 -1,283	-6%	-$132K	0.46%	56
2025 Q3	$2.18M	Buy	21,099 +2,033	+11%	+$210K	0.48%	49
2025 Q2	$1.96M	Buy	+19,066	New	+$1.96M	0.48%	45

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Financial & Tax Architects's STIP Position: Q2 2026 in Review

Financial & Tax Architects reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.1% in Q2 2026, selling an estimated $102K and leaving 18,453 shares worth $1.89M. The position accounts for 0.4% of the portfolio, ranked #58.

Financial & Tax Architects first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.18M in Q3 2025. 566 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Financial & Tax Architects held 18,453 shares of iShares 0-5 Year TIPS Bond ETF worth $1.89M as of Q2 2026.
Financial & Tax Architects sold 988 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $102K.
iShares 0-5 Year TIPS Bond ETF made up 0.4% of Financial & Tax Architects's portfolio in Q2 2026, its #58 holding.
Financial & Tax Architects first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
Financial & Tax Architects's iShares 0-5 Year TIPS Bond ETF position peaked at $2.18M in Q3 2025.
566 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.