Sharkey, Howes & Javer’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sharkey, Howes & Javer’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	$771K	Buy	+7,546	New	+$778K	0.09%	92
2025 Q4	–	Sell	-27,907	Closed	-$2.88M	–	165
2025 Q3	$2.88M	Buy	27,907 +4,988	+22%	+$514K	0.37%	49
2025 Q2	$2.36M	Buy	+22,919	New	+$2.35M	0.32%	58
2023 Q3	–	Sell	-2,196	Closed	-$214K	–	115
2023 Q2	$214K	Hold	2,196	–	–	0.04%	92
2023 Q1	$218K	Hold	2,196	–	–	0.05%	87
2022 Q4	$213K	Sell	2,196 -2,211	-50%	-$215K	0.05%	90
2022 Q3	$424K	Sell	4,407 -56,835	-93%	-$5.69M	0.09%	80
2022 Q2	$6.21M	Buy	61,242 +9,392	+18%	+$970K	1.5%	15
2022 Q1	$5.44M	Sell	51,850 -3,169	-6%	-$334K	1.25%	21
2021 Q4	$5.83M	Buy	55,019 +51,002	+1,270%	+$5.4M	1.32%	19
2021 Q3	$424K	Buy	+4,017	New	+$426K	0.11%	61

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return