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

SteelPeak Wealth’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	$1.41M	Buy	+13,786	New	+$1.42M	0.04%	272
2025 Q4	–	Sell	-38,258	Closed	-$3.95M	–	641
2025 Q3	$3.95M	Buy	38,258 +330	+0.9%	+$34K	0.13%	123
2025 Q2	$3.9M	Buy	+37,928	New	+$3.89M	0.15%	118
2022 Q4	–	Sell	-2,253	Closed	-$217K	–	472
2022 Q3	$217K	Hold	2,253	–	–	0.02%	361
2022 Q2	$229K	Buy	+2,253	New	+$233K	0.02%	358

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return