LI
STIP icon

LRI Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LRI Investments’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 		$7.36K Hold
72
– – ﹤0.01% 1050
2026
Q1 		$7.45K Hold
72
– – ﹤0.01% 967
2025
Q4 		$7.37K Hold
72
– – ﹤0.01% 949
2025
Q3 		$7.44K Hold
72
– – ﹤0.01% 939
2025
Q2 		$7.41K Buy
+72
New +$7.39K ﹤0.01% 913

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

LRI Investments's STIP Position: Q2 2026 in Review

LRI Investments held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 72 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

LRI Investments first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.45K in Q1 2026. 206 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • LRI Investments held 72 shares of iShares 0-5 Year TIPS Bond ETF worth $7.36K as of Q2 2026.
  • LRI Investments left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1050 holding.
  • LRI Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • LRI Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $7.45K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.