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

Silver Oak Wealth Advisors Services’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	$1.22M	Sell	11,965 -9,773	-45%	-$1.01M	0.73%	20
2026 Q1	$2.25M	Sell	21,738 -1,904	-8%	-$196K	1.46%	15
2025 Q4	$2.42M	Buy	23,642 +4,521	+24%	+$465K	1.56%	15
2025 Q3	$1.98M	Hold	19,121	–	–	1.3%	15
2025 Q2	$1.97M	Buy	19,121 +2,960	+18%	+$304K	1.42%	15
2025 Q1	$1.67M	Buy	16,161 +12,996	+411%	+$1.32M	1.49%	13
2024 Q4	$318K	Buy	+3,165	New	+$319K	0.28%	30

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

Silver Oak Wealth Advisors Services's STIP Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 45% in Q2 2026, selling an estimated $1.01M and leaving 11,965 shares worth $1.22M. The position accounts for 0.73% of the portfolio, ranked #20.

Silver Oak Wealth Advisors Services first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Silver Oak Wealth Advisors Services held 11,965 shares of iShares 0-5 Year TIPS Bond ETF worth $1.22M as of Q2 2026.
Silver Oak Wealth Advisors Services sold 9,773 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.01M.
iShares 0-5 Year TIPS Bond ETF made up 0.73% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #20 holding.
Silver Oak Wealth Advisors Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Silver Oak Wealth Advisors Services's iShares 0-5 Year TIPS Bond ETF position peaked at $2.42M in Q4 2025.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.