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

Penobscot 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 		$10.4M Buy
101,813
+11,150
+12% +$1.15M 2.78% 8
2026
Q1 		$9.38M Buy
90,663
+5,960
+7% +$614K 2.77% 7
2025
Q4 		$8.67M Buy
84,703
+3,705
+5% +$381K 2.68% 8
2025
Q3 		$8.37M Buy
80,998
+8,383
+12% +$865K 2.69% 8
2025
Q2 		$7.47M Buy
72,615
+7,790
+12% +$799K 2.68% 7
2025
Q1 		$6.71M Buy
+64,825
New +$6.6M 2.82% 7

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
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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

Penobscot Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, buying an estimated $1.15M and bringing the position to 101,813 shares worth $10.4M. The position accounts for 2.78% of the portfolio, ranked #8.

Penobscot Wealth Management first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Penobscot Wealth Management held 101,813 shares of iShares 0-5 Year TIPS Bond ETF worth $10.4M as of Q2 2026.
  • Penobscot Wealth Management bought 11,150 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.15M.
  • iShares 0-5 Year TIPS Bond ETF made up 2.78% of Penobscot Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Penobscot Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.