Rik Saylor Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rik Saylor Financial’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	$507K	Sell	4,961 -97	-2%	-$10K	0.34%	68
2026 Q1	$523K	Sell	5,058 -49	-1%	-$5.04K	0.4%	63
2025 Q4	$523K	Sell	5,107 -74	-1%	-$7.62K	0.38%	63
2025 Q3	$535K	Sell	5,181 -124	-2%	-$12.8K	0.39%	63
2025 Q2	$546K	Sell	5,305 -144	-3%	-$14.8K	0.42%	61
2025 Q1	$564K	Sell	5,449 -68	-1%	-$6.93K	0.5%	53
2024 Q4	$555K	Buy	+5,517	New	+$556K	0.51%	55

Other funds holding STIP

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Rik Saylor Financial's STIP Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q2 2026, selling an estimated $10K and leaving 4,961 shares worth $507K. The position accounts for 0.34% of the portfolio, ranked #68.

Rik Saylor Financial first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q1 2025. 493 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Rik Saylor Financial held 4,961 shares of iShares 0-5 Year TIPS Bond ETF worth $507K as of Q2 2026.
Rik Saylor Financial sold 97 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $10K.
iShares 0-5 Year TIPS Bond ETF made up 0.34% of Rik Saylor Financial's portfolio in Q2 2026, its #68 holding.
Rik Saylor Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $564K in Q1 2025.
493 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.