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

LVW 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	$44.1M	Buy	431,464 +12,818	+3%	+$1.32M	3.81%	4
2026 Q1	$43.3M	Buy	418,646 +10,212	+3%	+$1.05M	4.13%	4
2025 Q4	$41.8M	Buy	408,434 +6,519	+2%	+$671K	4.24%	5
2025 Q3	$41.5M	Buy	401,915 +10,770	+3%	+$1.11M	4.24%	5
2025 Q2	$40.3M	Sell	391,145 -7,452	-2%	-$764K	4.39%	5
2025 Q1	$41.2M	Buy	398,597 +17,859	+5%	+$1.82M	4.93%	5
2024 Q4	$38.3M	Buy	380,738 +26,413	+7%	+$2.66M	4.61%	4
2024 Q3	$35.9M	Buy	354,325 +27,479	+8%	+$2.75M	4.57%	4
2024 Q2	$32.5M	Buy	326,846 +13,684	+4%	+$1.36M	4.75%	4
2024 Q1	$31.1M	Buy	313,162 +23,670	+8%	+$2.34M	5.27%	3
2023 Q4	$28.5M	Buy	+289,492	New	+$28.2M	5.35%	3

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LVW Advisors's STIP Position: Q2 2026 in Review

LVW Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.1% in Q2 2026, buying an estimated $1.32M and bringing the position to 431,464 shares worth $44.1M. The position accounts for 3.81% of the portfolio, ranked #4.

LVW Advisors first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

LVW Advisors held 431,464 shares of iShares 0-5 Year TIPS Bond ETF worth $44.1M as of Q2 2026.
LVW Advisors bought 12,818 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.32M.
iShares 0-5 Year TIPS Bond ETF made up 3.81% of LVW Advisors's portfolio in Q2 2026, its #4 holding.
LVW Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
393 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.