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Integris Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Integris Wealth Management’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 		$7.54M Buy
73,776
+979
+1% +$101K 1.52% 17
2026
Q1 		$7.53M Buy
72,797
+1,009
+1% +$104K 1.73% 16
2025
Q4 		$7.35M Buy
71,788
+5,226
+8% +$538K 1.67% 15
2025
Q3 		$6.88M Buy
66,562
+1,675
+3% +$173K 1.67% 16
2025
Q2 		$6.68M Buy
64,887
+1,834
+3% +$188K 1.74% 17
2025
Q1 		$6.52M Buy
63,053
+2,777
+5% +$283K 1.86% 16
2024
Q4 		$6.06M Buy
60,276
+2,061
+4% +$208K 1.71% 17
2024
Q3 		$5.9M Sell
58,215
-3,120
-5% -$313K 1.65% 17
2024
Q2 		$6.1M Buy
61,335
+2,926
+5% +$290K 1.76% 18
2024
Q1 		$5.81M Buy
58,409
+2,340
+4% +$231K 1.61% 18
2023
Q4 		$5.53M Buy
56,069
+314
+0.6% +$30.6K 1.64% 18
2023
Q3 		$5.4M Sell
55,755
-1,305
-2% -$127K 1.77% 17
2023
Q2 		$5.57M Sell
57,060
-1,175
-2% -$116K 1.97% 12
2023
Q1 		$5.78M Buy
58,235
+2,744
+5% +$268K 2.12% 12
2022
Q4 		$5.38M Buy
+55,491
New +$5.39M 2.1% 11

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

Integris Wealth Management's STIP Position: Q2 2026 in Review

Integris Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q2 2026, buying an estimated $101K and bringing the position to 73,776 shares worth $7.54M. The position accounts for 1.52% of the portfolio, ranked #17.

Integris Wealth Management first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Integris Wealth Management held 73,776 shares of iShares 0-5 Year TIPS Bond ETF worth $7.54M as of Q2 2026.
  • Integris Wealth Management bought 979 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.52% of Integris Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Integris Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.