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Smallwood Wealth Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Smallwood Wealth Investment Management’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 		$20.4K Hold
200
– – 0.01% 275
2026
Q1 		$20.7K Hold
200
– – 0.01% 257
2025
Q4 		$20.5K Hold
200
– – 0.01% 255
2025
Q3 		$20.7K Hold
200
– – 0.01% 261
2025
Q2 		$20.6K Hold
200
– – 0.01% 254
2025
Q1 		$20.7K Buy
+200
New +$20.4K 0.01% 256

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Smallwood Wealth Investment Management's STIP Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 200 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #275.

Smallwood Wealth Investment Management first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.7K in Q1 2025. 289 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Smallwood Wealth Investment Management held 200 shares of iShares 0-5 Year TIPS Bond ETF worth $20.4K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #275 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $20.7K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.