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

Friedenthal Financial’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 		$6.19M Buy
60,547
+3,211
+6% +$331K 2.86% 4
2026
Q1 		$5.93M Buy
57,336
+2,442
+4% +$251K 2.97% 5
2025
Q4 		$5.62M Buy
54,894
+4,071
+8% +$419K 2.89% 5
2025
Q3 		$5.25M Buy
50,823
+3,774
+8% +$389K 2.71% 6
2025
Q2 		$4.84M Buy
47,049
+2,873
+7% +$295K 2.65% 7
2025
Q1 		$4.57M Buy
44,176
+4,446
+11% +$453K 2.73% 7
2024
Q4 		$4M Buy
39,730
+939
+2% +$94.6K 2.34% 10
2024
Q3 		$3.93M Buy
38,791
+734
+2% +$73.5K 2.3% 10
2024
Q2 		$3.79M Buy
38,057
+2,957
+8% +$293K 2.36% 10
2024
Q1 		$3.49M Buy
35,100
+805
+2% +$79.6K 2.15% 11
2023
Q4 		$3.38M Sell
34,295
-1,324
-4% -$129K 2.21% 10
2023
Q3 		$3.45M Buy
35,619
+2,621
+8% +$255K 2.34% 11
2023
Q2 		$3.22M Sell
32,998
-1,100
-3% -$108K 2.15% 11
2023
Q1 		$3.38M Buy
34,098
+2,326
+7% +$227K 2.38% 10
2022
Q4 		$3.08M Buy
31,772
+480
+2% +$46.6K 2.14% 12
2022
Q3 		$3.01M Sell
31,292
-101,083
-76% -$10.1M 2.09% 19
2022
Q2 		$13.4M Sell
132,375
-56,234
-30% -$5.81M 8.83% 1
2022
Q1 		$19.8M Buy
188,609
+186,241
+7,865% +$19.6M 11.71% 1
2021
Q4 		$251K Buy
+2,368
New +$251K 0.16% 67

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
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

Friedenthal Financial's STIP Position: Q2 2026 in Review

Friedenthal Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.6% in Q2 2026, buying an estimated $331K and bringing the position to 60,547 shares worth $6.19M. The position accounts for 2.86% of the portfolio, ranked #4.

Friedenthal Financial first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.8M in Q1 2022. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Friedenthal Financial held 60,547 shares of iShares 0-5 Year TIPS Bond ETF worth $6.19M as of Q2 2026.
  • Friedenthal Financial bought 3,211 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $331K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.86% of Friedenthal Financial's portfolio in Q2 2026, its #4 holding.
  • Friedenthal Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Friedenthal Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $19.8M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.