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Sowell Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sowell Financial Services’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 		$1.7M Buy
16,610
+1,041
+7% +$107K 0.06% 350
2026
Q1 		$1.61M Buy
15,569
+410
+3% +$42.2K 0.06% 340
2025
Q4 		$1.55M Buy
15,159
+204
+1% +$21K 0.06% 329
2025
Q3 		$1.55M Buy
14,955
+1,537
+11% +$159K 0.06% 333
2025
Q2 		$1.38M Buy
13,418
+1,322
+11% +$136K 0.06% 339
2025
Q1 		$1.25M Buy
12,096
+1,286
+12% +$131K 0.06% 331
2024
Q4 		$1.09M Buy
10,810
+407
+4% +$41K 0.06% 302
2024
Q3 		$1.05M Sell
10,403
-673
-6% -$67.4K 0.05% 334
2024
Q2 		$1.1M Sell
11,076
-618
-5% -$61.3K 0.05% 320
2024
Q1 		$1.16M Sell
11,694
-1,498
-11% -$148K 0.05% 317
2023
Q4 		$1.3M Sell
13,192
-2,233
-14% -$218K 0.07% 289
2023
Q3 		$1.5M Sell
15,425
-5,119
-25% -$497K 0.09% 243
2023
Q2 		$2M Buy
20,544
+5,575
+37% +$548K 0.11% 215
2023
Q1 		$1.49M Sell
14,969
-1,386
-8% -$135K 0.11% 217
2022
Q4 		$1.59M Buy
16,355
+1,580
+11% +$154K 0.1% 228
2022
Q3 		$1.42M Buy
+14,775
New +$1.48M 0.14% 186
2022
Q1 		– Sell
-30,092
Closed -$3.19M – 475
2021
Q4 		$3.19M Buy
30,092
+17,345
+136% +$1.84M 0.18% 127
2021
Q3 		$1.35M Buy
12,747
+1,914
+18% +$203K 0.09% 248
2021
Q2 		$1.15M Sell
10,833
-3,457
-24% -$367K 0.08% 282
2021
Q1 		$1.52M Buy
14,290
+10,342
+262% +$1.09M 0.05% 302
2020
Q4 		$412K Buy
3,948
+11
+0.3% +$1.14K 0.02% 582
2020
Q3 		$410K Buy
3,937
+1,040
+36% +$108K 0.02% 520
2020
Q2 		$297K Buy
2,897
+16
+0.6% +$1.62K 0.02% 604
2020
Q1 		$288K Sell
2,881
-868
-23% -$87.3K 0.02% 558
2019
Q4 		$378K Sell
3,749
-12
-0.3% -$1.2K 0.03% 529
2019
Q3 		$377K Buy
+3,761
New +$377K 0.03% 476
2019
Q1 		$465K Buy
4,664
+670
+17% +$66.2K 0.05% 349
2018
Q4 		$391K Buy
+3,994
New +$392K 0.06% 325

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

Sowell Financial Services's STIP Position: Q2 2026 in Review

Sowell Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.7% in Q2 2026, buying an estimated $107K and bringing the position to 16,610 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #350.

Sowell Financial Services first reported a position in STIP in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.19M in Q4 2021. 209 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Sowell Financial Services held 16,610 shares of iShares 0-5 Year TIPS Bond ETF worth $1.7M as of Q2 2026.
  • Sowell Financial Services bought 1,041 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #350 holding.
  • Sowell Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $3.19M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.