SIP
STIP icon

Sellwood Investment Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sellwood Investment Partners’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 		$2.68M Buy
26,271
+2,040
+8% +$210K 0.95% 21
2026
Q1 		$2.51M Buy
24,231
+7,419
+44% +$764K 0.99% 19
2025
Q4 		$1.72M Buy
16,812
+2,232
+15% +$230K 0.67% 21
2025
Q3 		$1.51M Buy
14,580
+1,030
+8% +$106K 0.6% 24
2025
Q2 		$1.39M Sell
13,550
-524
-4% -$53.8K 0.67% 16
2025
Q1 		$1.46M Buy
14,074
+376
+3% +$38.3K 0.76% 14
2024
Q4 		$1.38M Buy
+13,698
New +$1.38M 0.74% 15

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
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
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
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Sellwood Investment Partners's STIP Position: Q2 2026 in Review

Sellwood Investment Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.4% in Q2 2026, buying an estimated $210K and bringing the position to 26,271 shares worth $2.68M. The position accounts for 0.95% of the portfolio, ranked #21.

Sellwood Investment Partners first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Sellwood Investment Partners held 26,271 shares of iShares 0-5 Year TIPS Bond ETF worth $2.68M as of Q2 2026.
  • Sellwood Investment Partners bought 2,040 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $210K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.95% of Sellwood Investment Partners's portfolio in Q2 2026, its #21 holding.
  • Sellwood Investment Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 436 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.