JWCA
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J.W. Cole Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

J.W. Cole Advisors’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 		$1.17M Sell
11,408
-49
-0.4% -$5.05K 0.02% 703
2026
Q1 		$1.18M Buy
11,457
+324
+3% +$33.4K 0.04% 342
2025
Q4 		$1.07M Sell
11,133
-686
-6% -$70.6K 0.03% 614
2025
Q3 		$1.22M Buy
11,819
+179
+2% +$18.5K 0.02% 648
2025
Q2 		$1.2M Buy
11,640
+132
+1% +$13.5K 0.03% 605
2025
Q1 		$1.19M Buy
11,508
+3,043
+36% +$310K 0.04% 484
2024
Q4 		$852K Sell
8,465
-358
-4% -$36.1K 0.03% 458
2024
Q3 		$894K Buy
8,823
+407
+5% +$40.8K 0.04% 424
2024
Q2 		$837K Sell
8,416
-796
-9% -$79K 0.04% 390
2024
Q1 		$916K Sell
9,212
-822
-8% -$81.2K 0.05% 360
2023
Q4 		$989K Sell
10,034
-2,329
-19% -$227K 0.06% 305
2023
Q3 		$1.2M Sell
12,363
-623
-5% -$60.5K 0.09% 227
2023
Q2 		$1.27M Sell
12,986
-16
-0.1% -$1.57K 0.09% 230
2023
Q1 		$1.29M Buy
13,002
+118
+0.9% +$11.5K 0.09% 249
2022
Q4 		$1.25M Sell
12,884
-1,262
-9% -$123K 0.1% 231
2022
Q3 		$1.36M Buy
14,146
+1,440
+11% +$144K 0.11% 206
2022
Q2 		$1.29M Buy
12,706
+809
+7% +$83.5K 0.1% 220
2022
Q1 		$1.25M Buy
11,897
+4,279
+56% +$451K 0.08% 251
2021
Q4 		$807K Buy
+7,618
New +$807K 0.05% 340
2021
Q3 		– Sell
-4,417
Closed -$470K – 737
2021
Q2 		$470K Buy
4,417
+1,047
+31% +$111K 0.04% 454
2021
Q1 		$356K Buy
+3,370
New +$355K 0.03% 470

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

J.W. Cole Advisors's STIP Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.43% in Q2 2026, selling an estimated $5.05K and leaving 11,408 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #703.

J.W. Cole Advisors first reported a position in STIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.36M in Q3 2022. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • J.W. Cole Advisors held 11,408 shares of iShares 0-5 Year TIPS Bond ETF worth $1.17M as of Q2 2026.
  • J.W. Cole Advisors sold 49 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.05K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #703 holding.
  • J.W. Cole Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • J.W. Cole Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.36M in Q3 2022.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.