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LifeGuide Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LifeGuide Financial 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 		$2.6M Buy
25,490
+2,433
+11% +$251K 0.74% 16
2026
Q1 		$2.38M Sell
23,057
-460
-2% -$47.4K 0.76% 16
2025
Q4 		$2.41M Buy
23,517
+2,470
+12% +$254K 0.8% 17
2025
Q3 		$2.16M Sell
21,047
-5
-0% -$516 0.79% 16
2025
Q2 		$2.17M Sell
21,052
-1,429
-6% -$147K 0.8% 16
2025
Q1 		$2.33M Sell
22,481
-819
-4% -$83.4K 0.95% 13
2024
Q4 		$2.34M Buy
23,300
+2,755
+13% +$278K 1.01% 12
2024
Q3 		$2.08M Buy
20,545
+716
+4% +$71.7K 0.89% 12
2024
Q2 		$1.97M Buy
19,829
+423
+2% +$42K 0.96% 12
2024
Q1 		$1.93M Sell
19,406
-57
-0.3% -$5.63K 0.97% 12
2023
Q4 		$1.92M Sell
19,463
-621
-3% -$60.5K 1.01% 11
2023
Q3 		$1.95M Buy
20,084
+3,380
+20% +$328K 1.14% 11
2023
Q2 		$1.63M Buy
16,704
+3,659
+28% +$360K 1.1% 11
2023
Q1 		$1.29M Sell
13,045
-10,421
-44% -$1.02M 1.04% 10
2022
Q4 		$2.28M Buy
23,466
+9,550
+69% +$928K 1.97% 6
2022
Q3 		$1.34M Buy
13,916
+239
+2% +$23.9K 1.31% 7
2022
Q2 		$1.39M Sell
13,677
-3,116
-19% -$322K 1.27% 8
2022
Q1 		$1.76M Buy
16,793
+191
+1% +$20.1K 1.36% 9
2021
Q4 		$1.76M Buy
+16,602
New +$1.76M 1.31% 8

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
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

LifeGuide Financial Advisors's STIP Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, buying an estimated $251K and bringing the position to 25,490 shares worth $2.6M. The position accounts for 0.74% of the portfolio, ranked #16.

LifeGuide Financial Advisors first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. 200 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • LifeGuide Financial Advisors held 25,490 shares of iShares 0-5 Year TIPS Bond ETF worth $2.6M as of Q2 2026.
  • LifeGuide Financial Advisors bought 2,433 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $251K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.74% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • LifeGuide Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.