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Soltis Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Soltis Investment 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 		$2.8M Sell
27,454
-72
-0.3% -$7.43K 0.16% 133
2026
Q1 		$2.85M Buy
27,526
+4
+0% +$412 0.18% 126
2025
Q4 		$2.82M Sell
27,522
-3,721
-12% -$383K 0.19% 122
2025
Q3 		$3.23M Sell
31,243
-854
-3% -$88.1K 0.22% 109
2025
Q2 		$3.3M Sell
32,097
-1,740
-5% -$178K 0.26% 96
2025
Q1 		$3.5M Sell
33,837
-410
-1% -$41.8K 0.31% 89
2024
Q4 		$3.45M Sell
34,247
-2,669
-7% -$269K 0.32% 87
2024
Q3 		$3.74M Sell
36,916
-828
-2% -$82.9K 0.37% 80
2024
Q2 		$3.76M Sell
37,744
-755
-2% -$74.9K 0.4% 77
2024
Q1 		$3.83M Sell
38,499
-16,838
-30% -$1.66M 0.43% 78
2023
Q4 		$5.46M Sell
55,337
-6,847
-11% -$667K 0.62% 49
2023
Q3 		$6.03M Sell
62,184
-5,388
-8% -$523K 0.78% 32
2023
Q2 		$6.6M Sell
67,572
-3,461
-5% -$340K 0.77% 24
2023
Q1 		$7.05M Sell
71,033
-15,186
-18% -$1.48M 0.9% 20
2022
Q4 		$8.36M Sell
86,219
-12,037
-12% -$1.17M 1.1% 18
2022
Q3 		$9.44M Sell
98,256
-7,057
-7% -$707K 1.42% 14
2022
Q2 		$10.7M Sell
105,313
-73,210
-41% -$7.56M 1.55% 14
2022
Q1 		$18.7M Buy
178,523
+39,851
+29% +$4.2M 2.6% 7
2021
Q4 		$14.7M Buy
138,672
+6,537
+5% +$693K 2.07% 9
2021
Q3 		$14M Buy
132,135
+11,709
+10% +$1.24M 2.16% 8
2021
Q2 		$12.8M Buy
120,426
+24,672
+26% +$2.62M 2.03% 8
2021
Q1 		$10.1M Buy
95,754
+826
+0.9% +$86.9K 1.85% 8
2020
Q4 		$9.91M Buy
94,928
+22,180
+30% +$2.3M 1.84% 10
2020
Q3 		$7.57M Buy
72,748
+5,333
+8% +$552K 1.78% 9
2020
Q2 		$6.9M Buy
67,415
+12,279
+22% +$1.25M 1.79% 12
2020
Q1 		$5.51M Sell
55,136
-453
-0.8% -$45.5K 1.71% 13
2019
Q4 		$5.6M Buy
+55,589
New +$5.58M 1.08% 19

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Soltis Investment Advisors's STIP Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.26% in Q2 2026, selling an estimated $7.43K and leaving 27,454 shares worth $2.8M. The position accounts for 0.16% of the portfolio, ranked #133.

Soltis Investment Advisors first reported a position in STIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.7M in Q1 2022. 410 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Soltis Investment Advisors held 27,454 shares of iShares 0-5 Year TIPS Bond ETF worth $2.8M as of Q2 2026.
  • Soltis Investment Advisors sold 72 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $7.43K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.16% of Soltis Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Soltis Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $18.7M in Q1 2022.
  • 410 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.