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Retirement Wealth Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Retirement Wealth Solutions’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 		$38K Buy
372
+247
+198% +$25.5K 0.02% 113
2026
Q1 		$12.9K Hold
125
– – 0.01% 184
2025
Q4 		$12.8K Sell
125
-903
-88% -$93K 0.01% 202
2025
Q3 		$106K Hold
1,028
– – 0.07% 62
2025
Q2 		$106K Buy
1,028
+903
+722% +$92.6K 0.08% 60
2025
Q1 		$12.9K Buy
+125
New +$12.7K 0.01% 190

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

Retirement Wealth Solutions's STIP Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 198% in Q2 2026, buying an estimated $25.5K and bringing the position to 372 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #113.

Retirement Wealth Solutions first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $106K in Q3 2025. 193 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Retirement Wealth Solutions held 372 shares of iShares 0-5 Year TIPS Bond ETF worth $38K as of Q2 2026.
  • Retirement Wealth Solutions bought 247 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $25.5K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #113 holding.
  • Retirement Wealth Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $106K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.