Signal Advisors Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Signal Advisors Wealth’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	$2.67M	Buy	26,135 +5,393	+26%	+$556K	0.13%	134
2026 Q1	$2.15M	Buy	20,742 +2,796	+16%	+$288K	0.15%	132
2025 Q4	$1.84M	Buy	17,946 +2,200	+14%	+$226K	0.15%	131
2025 Q3	$1.63M	Sell	15,746 -21,443	-58%	-$2.21M	0.15%	130
2025 Q2	$3.83M	Buy	37,189 +7,857	+27%	+$806K	0.3%	90
2025 Q1	$3.03M	Buy	29,332 +11,588	+65%	+$1.18M	0.3%	84
2024 Q4	$1.79M	Buy	17,744 +10,464	+144%	+$1.05M	0.2%	118
2024 Q3	$738K	Buy	+7,280	New	+$729K	0.11%	203

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Signal Advisors Wealth's STIP Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 26% in Q2 2026, buying an estimated $556K and bringing the position to 26,135 shares worth $2.67M. The position accounts for 0.13% of the portfolio, ranked #134.

Signal Advisors Wealth first reported a position in STIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.83M in Q2 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Signal Advisors Wealth held 26,135 shares of iShares 0-5 Year TIPS Bond ETF worth $2.67M as of Q2 2026.
Signal Advisors Wealth bought 5,393 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $556K.
iShares 0-5 Year TIPS Bond ETF made up 0.13% of Signal Advisors Wealth's portfolio in Q2 2026, its #134 holding.
Signal Advisors Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
Signal Advisors Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.83M in Q2 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.