SWA
STIP icon

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

SOA Wealth Advisors’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 		$102 Hold
1
– – ﹤0.01% 862
2026
Q1 		$103 Hold
1
– – ﹤0.01% 832
2025
Q4 		$102 Hold
1
– – ﹤0.01% 835
2025
Q3 		$103 Hold
1
– – ﹤0.01% 854
2025
Q2 		$103 Buy
+1
New +$103 ﹤0.01% 838

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
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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

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

SOA Wealth Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 1 share worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #862.

SOA Wealth Advisors first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $103 in Q1 2026. 209 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • SOA Wealth Advisors held 1 share of iShares 0-5 Year TIPS Bond ETF worth $102 as of Q2 2026.
  • SOA Wealth Advisors 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 SOA Wealth Advisors's portfolio in Q2 2026, its #862 holding.
  • SOA Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • SOA Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $103 in Q1 2026.
  • 209 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.