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

Park Edge 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 		$13.7M Buy
134,243
+3,557
+3% +$367K 2.89% 4
2026
Q1 		$13.5M Buy
130,686
+4,785
+4% +$493K 3.12% 4
2025
Q4 		$12.9M Buy
125,901
+2,985
+2% +$307K 2.92% 3
2025
Q3 		$12.7M Buy
122,916
+29,378
+31% +$3.03M 2.93% 3
2025
Q2 		$9.63M Buy
93,538
+14,630
+19% +$1.5M 2.47% 4
2025
Q1 		$8.16M Buy
78,908
+3,267
+4% +$333K 2.27% 6
2024
Q4 		$7.61M Sell
75,641
-39,275
-34% -$3.96M 2.21% 7
2024
Q3 		$11.6M Buy
114,916
+9,284
+9% +$930K 3.33% 2
2024
Q2 		$10.5M Buy
105,632
+4,423
+4% +$439K 3.21% 3
2024
Q1 		$10.1M Buy
+101,209
New +$10M 2.81% 4

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

Park Edge Advisors's STIP Position: Q2 2026 in Review

Park Edge Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.7% in Q2 2026, buying an estimated $367K and bringing the position to 134,243 shares worth $13.7M. The position accounts for 2.89% of the portfolio, ranked #4.

Park Edge Advisors first reported a position in STIP in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Park Edge Advisors held 134,243 shares of iShares 0-5 Year TIPS Bond ETF worth $13.7M as of Q2 2026.
  • Park Edge Advisors bought 3,557 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $367K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.89% of Park Edge Advisors's portfolio in Q2 2026, its #4 holding.
  • Park Edge Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.