SFA
STIP icon

Sequoia Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sequoia Financial 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 		$529K Buy
5,176
+147
+3% +$15.2K ﹤0.01% 1311
2026
Q1 		$520K Hold
5,029
– – ﹤0.01% 1255
2025
Q4 		$515K Sell
5,029
-1,497
-23% -$154K ﹤0.01% 1266
2025
Q3 		$675K Sell
6,526
-1,153
-15% -$119K ﹤0.01% 980
2025
Q2 		$790K Buy
7,679
+618
+9% +$63.4K 0.01% 789
2025
Q1 		$731K Buy
7,061
+1,314
+23% +$134K 0.01% 728
2024
Q4 		$578K Buy
+5,747
New +$579K 0.01% 751
2022
Q3 		– Sell
-2,267
Closed -$230K – 582
2022
Q2 		$230K Sell
2,267
-230
-9% -$23.7K 0.01% 516
2022
Q1 		$262K Buy
+2,497
New +$263K 0.01% 542

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Sequoia Financial Advisors's STIP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.9% in Q2 2026, buying an estimated $15.2K and bringing the position to 5,176 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Sequoia Financial Advisors first reported a position in STIP in Q1 2022 and has held it in 9 quarters since. The position peaked at $790K in Q2 2025. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Sequoia Financial Advisors held 5,176 shares of iShares 0-5 Year TIPS Bond ETF worth $529K as of Q2 2026.
  • Sequoia Financial Advisors bought 147 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $15.2K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1311 holding.
  • Sequoia Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 9 quarters since.
  • Sequoia Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $790K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.