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

Paladin 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	$2.03M	Buy	+19,871	New	+$2.05M	1.35%	25
2023 Q4	–	Sell	-2,687	Closed	-$260K	–	253
2023 Q3	$260K	Buy	2,687 +1,200	+81%	+$117K	0.22%	77
2023 Q2	$145K	Sell	1,487 -18,308	-92%	-$1.8M	0.12%	105
2023 Q1	$1.96M	Buy	+19,795	New	+$1.93M	1.63%	19
2022 Q2	–	Sell	-22,170	Closed	-$2.29M	–	487
2022 Q1	$2.3M	Buy	+22,170	New	+$2.33M	1.87%	16

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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

Paladin Advisory Group's STIP Position: Q2 2026 in Review

Paladin Advisory Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 19,871 shares worth $2.03M. The stake represents 1.35% of the portfolio and ranks #25 among its holdings. This is a return to the name: Paladin Advisory Group previously reported a position in STIP as recently as Q3 2023.

Paladin Advisory Group first reported a position in STIP in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.3M in Q1 2022. 395 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Paladin Advisory Group held 19,871 shares of iShares 0-5 Year TIPS Bond ETF worth $2.03M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Paladin Advisory Group position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 1.35% of Paladin Advisory Group's portfolio in Q2 2026, its #25 holding.
Paladin Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 5 quarters since.
Paladin Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.3M in Q1 2022.
395 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.