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

Independent Wealth 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	$2.61M	Buy	25,568 +771	+3%	+$79.5K	0.66%	29
2026 Q1	$2.56M	Buy	24,797 +313	+1%	+$32.2K	0.76%	27
2025 Q4	$2.51M	Buy	24,484 +1,937	+9%	+$199K	0.77%	26
2025 Q3	$2.33M	Buy	22,547 +336	+2%	+$34.7K	0.75%	32
2025 Q2	$2.29M	Buy	22,211 +672	+3%	+$68.9K	0.83%	31
2025 Q1	$2.23M	Buy	21,539 +2,229	+12%	+$227K	0.89%	28
2024 Q4	$1.94M	Buy	19,310 +3,031	+19%	+$306K	0.79%	31
2024 Q3	$1.65M	Buy	16,279 +875	+6%	+$87.6K	0.73%	35
2024 Q2	$1.53M	Buy	15,404 +968	+7%	+$96K	0.71%	37
2024 Q1	$1.44M	Buy	14,436 +816	+6%	+$80.6K	0.67%	37
2023 Q4	$1.34M	Buy	13,620 +7,635	+128%	+$744K	0.71%	34
2023 Q3	$580K	Buy	5,985 +559	+10%	+$54.3K	0.36%	72
2023 Q2	$530K	Sell	5,426 -884	-14%	-$87K	0.32%	84
2023 Q1	$626K	Buy	6,310 +120	+2%	+$11.7K	0.4%	58
2022 Q4	$600K	Buy	6,190 +260	+4%	+$25.3K	0.41%	55
2022 Q3	$570K	Buy	5,930 +3,567	+151%	+$357K	0.45%	55
2022 Q2	$240K	Buy	2,363 +210	+10%	+$21.7K	0.17%	147
2022 Q1	$226K	Buy	+2,153	New	+$227K	0.14%	173

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Independent Wealth Network's STIP Position: Q2 2026 in Review

Independent Wealth Network increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.1% in Q2 2026, buying an estimated $79.5K and bringing the position to 25,568 shares worth $2.61M. The position accounts for 0.66% of the portfolio, ranked #29.

Independent Wealth Network first reported a position in STIP in Q1 2022 and has held it in 18 quarters since. 234 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Independent Wealth Network held 25,568 shares of iShares 0-5 Year TIPS Bond ETF worth $2.61M as of Q2 2026.
Independent Wealth Network bought 771 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $79.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.66% of Independent Wealth Network's portfolio in Q2 2026, its #29 holding.
Independent Wealth Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
234 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.