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

Selective 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	$620K	Buy	6,116 +1	+0%	+$103	0.16%	65
2026 Q1	$636K	Hold	6,115	–	–	0.19%	63
2025 Q4	$626K	Sell	6,115 -791	-11%	-$81.4K	0.2%	56
2025 Q3	$713K	Sell	6,906 -673	-9%	-$69.4K	0.23%	46
2025 Q2	$777K	Sell	7,579 -1,187	-14%	-$122K	0.28%	41
2025 Q1	$897K	Sell	8,766 -143	-2%	-$14.6K	0.39%	38
2024 Q4	$898K	Sell	8,909 -4	-0%	-$403	0.36%	41
2024 Q3	$899K	Buy	8,913 +2	+0%	+$200	0.37%	41
2024 Q2	$885K	Sell	8,911 -2,380	-21%	-$236K	0.39%	39
2024 Q1	$1.12M	Sell	11,291 -2,529	-18%	-$250K	0.49%	33
2023 Q4	$1.36M	Sell	13,820 -1,277	-8%	-$124K	0.69%	26
2023 Q3	$1.46M	Sell	15,097 -5,630	-27%	-$547K	0.8%	21
2023 Q2	$2.01M	Buy	+20,727	New	+$2.04M	1%	21
2022 Q4	$4.09M	Sell	41,920 -40,259	-49%	-$3.91M	2.16%	13
2022 Q3	$7.9M	Buy	82,179 +7,608	+10%	+$762K	3.38%	5
2022 Q2	$7.56M	Buy	74,571 +73,699	+8,452%	+$7.61M	2.69%	8
2022 Q1	$91K	Buy	872 +538	+161%	+$56.6K	0.03%	221
2021 Q4	$35K	Hold	334	–	–	0.01%	329
2021 Q3	$35K	Buy	334 +1	+0.3%	+$106	0.02%	297
2021 Q2	$35K	Hold	333	–	–	0.03%	225
2021 Q1	$35K	Hold	333	–	–	0.03%	150
2020 Q4	$35K	Hold	333	–	–	0.02%	136
2020 Q3	$35K	Hold	333	–	–	0.03%	119
2020 Q2	$34K	Hold	333	–	–	0.03%	136
2020 Q1	$33K	Hold	333	–	–	0.05%	78
2019 Q4	$33K	Sell	333 -120	-26%	-$12K	0.04%	89
2019 Q3	$45K	Buy	+453	New	+$45.4K	0.06%	83

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Selective Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.02% in Q2 2026, buying an estimated $103 and bringing the position to 6,116 shares worth $620K. The position accounts for 0.16% of the portfolio, ranked #65.

Selective Wealth Management first reported a position in STIP in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.9M in Q3 2022. 371 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Selective Wealth Management held 6,116 shares of iShares 0-5 Year TIPS Bond ETF worth $620K as of Q2 2026.
Selective Wealth Management bought 1 iShares 0-5 Year TIPS Bond ETF share in Q2 2026, an estimated $103.
iShares 0-5 Year TIPS Bond ETF made up 0.16% of Selective Wealth Management's portfolio in Q2 2026, its #65 holding.
Selective Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and has held it in 27 quarters since.
Selective Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $7.9M in Q3 2022.
371 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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