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Net Worth Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Net Worth Advisory Group’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
-2,444
Closed -$253K – 465
2026
Q1 		$253K Hold
2,444
– – 0.05% 355
2025
Q4 		$250K Buy
+2,444
New +$252K 0.05% 384
2025
Q3 		– Sell
-2,400
Closed -$247K – 483
2025
Q2 		$247K Buy
+2,400
New +$246K 0.05% 359

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

Net Worth Advisory Group's STIP Position: Q2 2026 in Review

Net Worth Advisory Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 2,444 shares — an estimated $253K sold.

Net Worth Advisory Group first reported a position in STIP in Q2 2025 and held it in 3 quarters. The position peaked at $253K in Q1 2026. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Net Worth Advisory Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,444 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $253K.
  • Net Worth Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $253K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.