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HBW Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

HBW Advisory Services’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 		– Sell
-2,243
Closed -$232K – 495
2026
Q1 		$232K Hold
2,243
– – 0.02% 406
2025
Q4 		$230K Sell
2,243
-13
-0.6% -$1.34K 0.03% 385
2025
Q3 		$233K Sell
2,256
-13,735
-86% -$1.42M 0.03% 375
2025
Q2 		$1.65M Sell
15,991
-2,725
-15% -$280K 0.2% 118
2025
Q1 		$1.94M Sell
18,716
-4,451
-19% -$454K 0.28% 96
2024
Q4 		$2.33M Sell
23,167
-9,022
-28% -$909K 0.24% 79
2024
Q3 		$3.26M Sell
32,189
-1,340
-4% -$134K 0.48% 53
2024
Q2 		$3.34M Sell
33,529
-1,986
-6% -$197K 0.55% 51
2024
Q1 		$3.5M Hold
35,515
– – 0.65% 43
2023
Q4 		$3.5M Sell
35,515
-686
-2% -$66.8K 0.65% 43
2023
Q3 		$3.51M Sell
36,201
-335
-0.9% -$32.5K 0.73% 35
2023
Q2 		$3.57M Buy
36,536
+314
+0.9% +$30.9K 0.77% 32
2023
Q1 		$3.59M Buy
36,222
+775
+2% +$75.8K 0.9% 33
2022
Q4 		$3.44M Buy
35,447
+1,377
+4% +$134K 0.9% 28
2022
Q3 		$3.27M Sell
34,070
-409
-1% -$41K 0.91% 32
2022
Q2 		$3.5M Buy
34,479
+1,588
+5% +$164K 0.9% 35
2022
Q1 		$3.45M Sell
32,891
-421
-1% -$44.3K 1.21% 14
2021
Q4 		$3.53M Buy
33,312
+3,193
+11% +$338K 0.82% 38
2021
Q3 		$3.18M Buy
30,119
+3,292
+12% +$349K 0.82% 41
2021
Q2 		$2.85M Buy
26,827
+771
+3% +$81.9K 0.75% 43
2021
Q1 		$2.75M Buy
26,056
+2,251
+9% +$237K 0.73% 51
2020
Q4 		$2.49M Buy
23,805
+578
+2% +$59.9K 0.76% 56
2020
Q3 		$2.42M Buy
23,227
+1,029
+5% +$106K 0.99% 38
2020
Q2 		$2.27M Buy
22,198
+1,724
+8% +$175K 1.06% 30
2020
Q1 		$2.06M Sell
20,474
-927
-4% -$93.2K 1.49% 22
2019
Q4 		$2.16M Buy
21,401
+988
+5% +$99.1K 1.26% 32
2019
Q3 		$2.04M Buy
+20,413
New +$2.04M 1.96% 20

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

HBW Advisory Services's STIP Position: Q2 2026 in Review

HBW Advisory Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 2,243 shares — an estimated $232K sold.

HBW Advisory Services first reported a position in STIP in Q3 2019 and held it in 27 quarters. The position peaked at $3.59M in Q1 2023. 199 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • HBW Advisory Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • HBW Advisory Services sold 2,243 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $232K.
  • HBW Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and held it in 27 quarters.
  • HBW Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $3.59M in Q1 2023.
  • 199 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.