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Snider Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Snider Financial Group’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 		$5.63M Buy
55,120
+28,208
+105% +$2.91M 1.43% 22
2026
Q1 		$2.78M Buy
26,912
+1,557
+6% +$160K 0.84% 33
2025
Q4 		$2.6M Buy
+25,355
New +$2.61M 0.69% 39

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
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
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
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Snider Financial Group's STIP Position: Q2 2026 in Review

Snider Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 105% in Q2 2026, buying an estimated $2.91M and bringing the position to 55,120 shares worth $5.63M. The position accounts for 1.43% of the portfolio, ranked #22.

Snider Financial Group first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Snider Financial Group held 55,120 shares of iShares 0-5 Year TIPS Bond ETF worth $5.63M as of Q2 2026.
  • Snider Financial Group bought 28,208 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.91M.
  • iShares 0-5 Year TIPS Bond ETF made up 1.43% of Snider Financial Group's portfolio in Q2 2026, its #22 holding.
  • Snider Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.