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

Lake Hills 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 		$4.87M Sell
47,651
-20,336
-30% -$2.1M 2.21% 16
2026
Q1 		$7.03M Sell
67,987
-26,555
-28% -$2.73M 3.93% 9
2025
Q4 		$9.68M Buy
94,542
+39,296
+71% +$4.05M 5.05% 5
2025
Q3 		$5.71M Buy
55,246
+1,238
+2% +$128K 3.05% 8
2025
Q2 		$5.56M Buy
54,008
+8,595
+19% +$882K 3.18% 12
2025
Q1 		$4.7M Buy
45,413
+16,976
+60% +$1.73M 3.24% 14
2024
Q4 		$2.86M Sell
28,437
-4,072
-13% -$410K 1.95% 21
2024
Q3 		$3.29M Sell
32,509
-29
-0.1% -$2.9K 2.2% 18
2024
Q2 		$3.24M Buy
32,538
+2,066
+7% +$205K 2.32% 16
2024
Q1 		$3.03M Sell
30,472
-32,382
-52% -$3.2M 2.73% 14
2023
Q4 		$6.2M Buy
62,854
+55,898
+804% +$5.45M 6.2% 4
2023
Q3 		$674K Buy
6,956
+245
+4% +$23.8K 0.68% 24
2023
Q2 		$655K Buy
+6,711
New +$660K 0.71% 30
2023
Q1 		– Sell
-39,806
Closed -$3.86M – 38
2022
Q4 		$3.86M Buy
+39,806
New +$3.87M 3.85% 9

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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lake Hills Wealth Management's STIP Position: Q2 2026 in Review

Lake Hills Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 30% in Q2 2026, selling an estimated $2.1M and leaving 47,651 shares worth $4.87M. The position accounts for 2.21% of the portfolio, ranked #16.

Lake Hills Wealth Management first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.68M in Q4 2025. 391 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Lake Hills Wealth Management held 47,651 shares of iShares 0-5 Year TIPS Bond ETF worth $4.87M as of Q2 2026.
  • Lake Hills Wealth Management sold 20,336 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.1M.
  • iShares 0-5 Year TIPS Bond ETF made up 2.21% of Lake Hills Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Lake Hills Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Lake Hills Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $9.68M in Q4 2025.
  • 391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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