PWA
STIP icon

Physician Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Physician Wealth 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 		$4.36M Sell
42,714
-71
-0.2% -$7.32K 0.52% 34
2026
Q1 		$4.43M Sell
42,785
-619
-1% -$63.7K 0.62% 31
2025
Q4 		$4.44M Buy
43,404
+1,680
+4% +$173K 0.62% 33
2025
Q3 		$4.31M Buy
41,724
+1,747
+4% +$180K 0.61% 35
2025
Q2 		$4.11M Buy
39,977
+7,390
+23% +$758K 0.65% 33
2025
Q1 		$3.37M Buy
32,587
+207
+0.6% +$21.1K 0.58% 35
2024
Q4 		$3.26M Buy
32,380
+2,783
+9% +$281K 0.55% 35
2024
Q3 		$2.99M Buy
29,597
+141
+0.5% +$14.1K 0.54% 34
2024
Q2 		$2.93M Buy
29,456
+825
+3% +$81.8K 0.54% 35
2024
Q1 		$2.84M Buy
28,631
+1,043
+4% +$103K 0.6% 35
2023
Q4 		$2.72M Buy
27,588
+1,067
+4% +$104K 0.61% 32
2023
Q3 		$2.57M Sell
26,521
-282
-1% -$27.4K 0.66% 30
2023
Q2 		$2.61M Buy
26,803
+5,970
+29% +$587K 0.65% 29
2023
Q1 		$2.06M Buy
20,833
+11,269
+118% +$1.1M 0.54% 32
2022
Q4 		$935K Sell
9,564
-147
-2% -$14.3K 0.25% 50
2022
Q3 		$941K Buy
9,711
+280
+3% +$28K 0.29% 51
2022
Q2 		$960K Buy
9,431
+1,810
+24% +$187K 0.28% 53
2022
Q1 		$789K Sell
7,621
-594
-7% -$62.5K 0.21% 60
2021
Q4 		$863K Buy
8,215
+914
+13% +$96.9K 0.23% 61
2021
Q3 		$772K Buy
7,301
+547
+8% +$58K 0.21% 60
2021
Q2 		$719K Buy
6,754
+2,161
+47% +$229K 0.21% 64
2021
Q1 		$484K Buy
4,593
+2,320
+102% +$244K 0.16% 82
2020
Q4 		$239K Buy
+2,273
New +$236K 0.08% 125

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Physician Wealth Advisors's STIP Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.17% in Q2 2026, selling an estimated $7.32K and leaving 42,714 shares worth $4.36M. The position accounts for 0.52% of the portfolio, ranked #34.

Physician Wealth Advisors first reported a position in STIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.44M in Q4 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Physician Wealth Advisors held 42,714 shares of iShares 0-5 Year TIPS Bond ETF worth $4.36M as of Q2 2026.
  • Physician Wealth Advisors sold 71 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $7.32K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.52% of Physician Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Physician Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Physician Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $4.44M in Q4 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.