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Peak Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Peak Financial 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 		$2.24M Sell
21,949
-252
-1% -$26K 0.51% 32
2026
Q1 		$2.3M Buy
22,201
+639
+3% +$65.8K 0.58% 30
2025
Q4 		$2.21M Sell
21,562
-446
-2% -$45.9K 0.57% 32
2025
Q3 		$2.27M Sell
22,008
-2,031
-8% -$209K 0.6% 32
2025
Q2 		$2.47M Sell
24,039
-609
-2% -$62.5K 0.7% 30
2025
Q1 		$2.55M Buy
24,648
+236
+1% +$24K 0.76% 28
2024
Q4 		$2.46M Buy
24,412
+399
+2% +$40.2K 0.74% 30
2024
Q3 		$2.43M Buy
24,013
+4
+0% +$401 0.71% 31
2024
Q2 		$2.39M Buy
24,009
+9,450
+65% +$937K 0.75% 30
2024
Q1 		$1.45M Buy
14,559
+130
+0.9% +$12.8K 0.46% 33
2023
Q4 		$1.42M Buy
+14,429
New +$1.41M 0.48% 33
2023
Q3 		– Sell
-4,870
Closed -$475K – 80
2023
Q2 		$475K Sell
4,870
-205
-4% -$20.2K 0.17% 53
2023
Q1 		$504K Sell
5,075
-40
-0.8% -$3.91K 0.19% 45
2022
Q4 		$496K Buy
+5,115
New +$497K 0.2% 45

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
LA
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
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Peak Financial Management's STIP Position: Q2 2026 in Review

Peak Financial Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.1% in Q2 2026, selling an estimated $26K and leaving 21,949 shares worth $2.24M. The position accounts for 0.51% of the portfolio, ranked #32.

Peak Financial Management first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.55M in Q1 2025. 411 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Peak Financial Management held 21,949 shares of iShares 0-5 Year TIPS Bond ETF worth $2.24M as of Q2 2026.
  • Peak Financial Management sold 252 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $26K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.51% of Peak Financial Management's portfolio in Q2 2026, its #32 holding.
  • Peak Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Peak Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.55M in Q1 2025.
  • 411 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.