NWM
STIP icon

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

Northwest 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 		$651K Sell
6,369
-369
-5% -$38.1K 0.09% 104
2026
Q1 		$697K Buy
6,738
+70
+1% +$7.21K 0.1% 92
2025
Q4 		$683K Sell
6,668
-143
-2% -$14.7K 0.11% 94
2025
Q3 		$704K Sell
6,811
-244
-3% -$25.2K 0.12% 90
2025
Q2 		$726K Sell
7,055
-622
-8% -$63.8K 0.13% 84
2025
Q1 		$794K Sell
7,677
-162
-2% -$16.5K 0.16% 79
2024
Q4 		$789K Sell
7,839
-1,272
-14% -$128K 0.17% 80
2024
Q3 		$923K Sell
9,111
-1,828
-17% -$183K 0.22% 74
2024
Q2 		$1.09M Sell
10,939
-1,044
-9% -$104K 0.28% 67
2024
Q1 		$1.19M Sell
11,983
-1,240
-9% -$123K 0.33% 62
2023
Q4 		$1.3M Sell
13,223
-1,479
-10% -$144K 0.39% 60
2023
Q3 		$1.42M Buy
14,702
+219
+2% +$21.3K 0.51% 49
2023
Q2 		$1.41M Buy
14,483
+142
+1% +$14K 0.51% 50
2023
Q1 		$1.42M Sell
14,341
-12
-0.1% -$1.17K 0.54% 49
2022
Q4 		$1.39M Buy
14,353
+6,984
+95% +$679K 0.6% 43
2022
Q3 		$708K Sell
7,369
-38
-0.5% -$3.81K 0.31% 76
2022
Q2 		$751K Sell
7,407
-556
-7% -$57.4K 0.33% 73
2022
Q1 		$836K Buy
7,963
+201
+3% +$21.2K 0.41% 62
2021
Q4 		$822K Buy
7,762
+621
+9% +$65.8K 0.38% 62
2021
Q3 		$754K Buy
7,141
+129
+2% +$13.7K 0.37% 62
2021
Q2 		$745K Buy
7,012
+661
+10% +$70.2K 0.39% 64
2021
Q1 		$671K Buy
6,351
+83
+1% +$8.73K 0.42% 61
2020
Q4 		$655K Buy
6,268
+318
+5% +$33K 0.45% 56
2020
Q3 		$619K Buy
5,950
+943
+19% +$97.6K 0.51% 52
2020
Q2 		$513K Sell
5,007
-1,596
-24% -$162K 0.45% 57
2020
Q1 		$660K Sell
6,603
-1,107
-14% -$111K 0.67% 43
2019
Q4 		$776K Sell
7,710
-2,279
-23% -$229K 0.71% 42
2019
Q3 		$1M Sell
9,989
-737
-7% -$73.8K 0.82% 39
2019
Q2 		$1.08M Sell
10,726
-18
-0.2% -$1.8K 0.87% 34
2019
Q1 		$1.07M Buy
10,744
+1,118
+12% +$111K 0.81% 32
2018
Q4 		$944K Buy
9,626
+1,517
+19% +$149K 0.8% 32
2018
Q3 		$801K Buy
8,109
+898
+12% +$88.9K 0.6% 40
2018
Q2 		$719K Buy
7,211
+2,614
+57% +$260K 0.54% 45
2018
Q1 		$461K Buy
4,597
+1,239
+37% +$124K 0.34% 65
2017
Q4 		$335K Buy
+3,358
New +$337K 0.27% 69

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

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

Northwest Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.5% in Q2 2026, selling an estimated $38.1K and leaving 6,369 shares worth $651K. The position accounts for 0.09% of the portfolio, ranked #104.

Northwest Wealth Management first reported a position in STIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.42M in Q3 2023. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Northwest Wealth Management held 6,369 shares of iShares 0-5 Year TIPS Bond ETF worth $651K as of Q2 2026.
  • Northwest Wealth Management sold 369 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $38.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Northwest Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Northwest Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Northwest Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.42M in Q3 2023.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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