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

LongView 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 		– Sell
-5,642
Closed -$585K – 251
2026
Q1 		$585K Sell
5,642
-21,698
-79% -$2.23M 0.15% 126
2025
Q4 		$2.8M Buy
27,340
+2,661
+11% +$274K 0.68% 40
2025
Q3 		$2.55M Buy
24,679
+14,317
+138% +$1.48M 0.69% 39
2025
Q2 		$1.07M Buy
10,362
+4,600
+80% +$472K 0.32% 68
2025
Q1 		$596K Buy
5,762
+695
+14% +$70.8K 0.18% 104
2024
Q4 		$510K Buy
5,067
+64
+1% +$6.45K 0.16% 118
2024
Q3 		$507K Buy
5,003
+2,903
+138% +$291K 0.16% 112
2024
Q2 		$209K Buy
+2,100
New +$208K 0.08% 175

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

LongView Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 5,642 shares — an estimated $585K sold.

LongView Wealth Management first reported a position in STIP in Q2 2024 and held it in 8 quarters. The position peaked at $2.8M in Q4 2025. 235 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • LongView Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 5,642 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $585K.
  • LongView Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and held it in 8 quarters.
  • LongView Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.8M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.