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

JGP 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	$1.3M	Buy	12,714 +320	+3%	+$33K	0.12%	97
2026 Q1	$1.28M	Sell	12,394 -556	-4%	-$57.2K	0.13%	87
2025 Q4	$1.33M	Buy	12,950 +2,960	+30%	+$305K	0.14%	92
2025 Q3	$1.03M	Buy	9,990 +77	+0.8%	+$7.94K	0.11%	102
2025 Q2	$1.02M	Buy	9,913 +5,535	+126%	+$568K	0.12%	95
2025 Q1	$453K	Buy	4,378 +420	+11%	+$42.8K	0.06%	131
2024 Q4	$398K	Buy	3,958 +1,133	+40%	+$114K	0.05%	141
2024 Q3	$286K	Buy	2,825 +486	+21%	+$48.7K	0.04%	152
2024 Q2	$233K	Buy	+2,339	New	+$232K	0.03%	158

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

SFA

Seneca Financial Advisors Rochester, New York $385M AUM 18.43% 1-Year Est. Return

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

JGP Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.6% in Q2 2026, buying an estimated $33K and bringing the position to 12,714 shares worth $1.3M. The position accounts for 0.12% of the portfolio, ranked #97.

JGP Wealth Management first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q4 2025. 312 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

JGP Wealth Management held 12,714 shares of iShares 0-5 Year TIPS Bond ETF worth $1.3M as of Q2 2026.
JGP Wealth Management bought 320 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $33K.
iShares 0-5 Year TIPS Bond ETF made up 0.12% of JGP Wealth Management's portfolio in Q2 2026, its #97 holding.
JGP Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
JGP Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.33M in Q4 2025.
312 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.