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Sound Income Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sound Income Strategies’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 		– Sell
-124
Closed -$12.8K – 2162
2026
Q1 		$12.8K Buy
124
+2
+2% +$206 ﹤0.01% 1391
2025
Q4 		$12.4K Sell
122
-394
-76% -$40.6K ﹤0.01% 1349
2025
Q3 		$53.2K Buy
516
+291
+129% +$30K ﹤0.01% 535
2025
Q2 		$23.1K Buy
225
+114
+103% +$11.7K ﹤0.01% 724
2025
Q1 		$11.4K Sell
111
-6
-5% -$611 ﹤0.01% 872
2024
Q4 		$11.7K Buy
117
+12
+11% +$1.21K ﹤0.01% 799
2024
Q3 		$10.6K Sell
105
-278
-73% -$27.8K ﹤0.01% 772
2024
Q2 		$38.1K Buy
383
+278
+265% +$27.6K ﹤0.01% 490
2024
Q1 		$10.4K Sell
105
-258
-71% -$25.5K ﹤0.01% 745
2023
Q4 		$35.8K Buy
363
+258
+246% +$25.1K ﹤0.01% 467
2023
Q3 		$10.2K Hold
105
– – ﹤0.01% 588
2023
Q2 		$10.2K Hold
105
– – ﹤0.01% 570
2023
Q1 		$10.4K Buy
+105
New +$10.3K ﹤0.01% 541
2022
Q4 		– Sell
-6
Closed -$1K – 1016
2022
Q3 		$1K Sell
6
-38
-86% -$3.81K ﹤0.01% 839
2022
Q2 		$4K Buy
44
+1
+2% +$103 ﹤0.01% 627
2022
Q1 		$5K Buy
+43
New +$4.53K ﹤0.01% 602

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

Sound Income Strategies's STIP Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 124 shares — an estimated $12.8K sold.

Sound Income Strategies first reported a position in STIP in Q1 2022 and held it in 16 quarters. The position peaked at $53.2K in Q3 2025. 289 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 124 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $12.8K.
  • Sound Income Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 16 quarters.
  • Sound Income Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $53.2K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.