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Insight Wealth Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Insight Wealth Strategies’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 		$18.7M Buy
184,565
+66,021
+56% +$6.81M 1.82% 18
2026
Q1 		$12.3M Buy
+118,544
New +$12.2M 1.37% 23
2021
Q1 		– Sell
-2,033
Closed -$212K – 234
2020
Q4 		$212K Sell
2,033
-3,217
-61% -$334K 0.04% 212
2020
Q3 		$546K Buy
+5,250
New +$543K 0.1% 93

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
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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Insight Wealth Strategies's STIP Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 56% in Q2 2026, buying an estimated $6.81M and bringing the position to 184,565 shares worth $18.7M. The position accounts for 1.82% of the portfolio, ranked #18.

Insight Wealth Strategies first reported a position in STIP in Q3 2020 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Insight Wealth Strategies held 184,565 shares of iShares 0-5 Year TIPS Bond ETF worth $18.7M as of Q2 2026.
  • Insight Wealth Strategies bought 66,021 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.81M.
  • iShares 0-5 Year TIPS Bond ETF made up 1.82% of Insight Wealth Strategies's portfolio in Q2 2026, its #18 holding.
  • Insight Wealth Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.