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

Focus Financial Network’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 		$1.82M Buy
17,799
+5,080
+40% +$524K 0.06% 252
2026
Q1 		$1.32M Buy
12,719
+1,222
+11% +$126K 0.05% 277
2025
Q4 		$1.18M Sell
11,497
-62
-0.5% -$6.38K 0.04% 278
2025
Q3 		$1.19M Buy
11,559
+944
+9% +$97.4K 0.04% 275
2025
Q2 		$1.09M Buy
10,615
+2,068
+24% +$212K 0.04% 282
2025
Q1 		$884K Buy
8,547
+389
+5% +$39.6K 0.04% 301
2024
Q4 		$821K Buy
8,158
+71
+0.9% +$7.16K 0.03% 308
2024
Q3 		$819K Sell
8,087
-3,575
-31% -$358K 0.03% 303
2024
Q2 		$1.16M Sell
11,662
-278
-2% -$27.6K 0.05% 250
2024
Q1 		$1.18M Sell
11,940
-64
-0.5% -$6.33K 0.06% 229
2023
Q4 		$1.18M Buy
12,004
+116
+1% +$11.3K 0.04% 285
2023
Q3 		$1.15M Sell
11,888
-126
-1% -$12.2K 0.07% 210
2023
Q2 		$1.17M Buy
12,014
+606
+5% +$59.6K 0.07% 214
2023
Q1 		$1.13M Buy
+11,408
New +$1.12M 0.07% 211

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
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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Focus Financial Network's STIP Position: Q2 2026 in Review

Focus Financial Network increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q2 2026, buying an estimated $524K and bringing the position to 17,799 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #252.

Focus Financial Network first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Focus Financial Network held 17,799 shares of iShares 0-5 Year TIPS Bond ETF worth $1.82M as of Q2 2026.
  • Focus Financial Network bought 5,080 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $524K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.06% of Focus Financial Network's portfolio in Q2 2026, its #252 holding.
  • Focus Financial Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.