Strategic Financial Concepts’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Strategic Financial Concepts’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	-20,110	Closed	-$2.08M	–	312
2026 Q1	$2.08M	Buy	20,110 +893	+5%	+$91.9K	0.51%	51
2025 Q4	$1.97M	Buy	+19,217	New	+$1.98M	1.8%	15
2025 Q2	–	Sell	-8,578	Closed	-$888K	–	356
2025 Q1	$888K	Hold	8,578	–	–	0.17%	132
2024 Q4	$863K	Buy	+8,578	New	+$865K	0.17%	132
2024 Q3	–	Sell	-6,566	Closed	-$653K	–	675
2024 Q2	$653K	Sell	6,566 -274	-4%	-$27.2K	0.38%	64
2024 Q1	$680K	Buy	6,840 +364	+6%	+$36K	0.16%	139
2023 Q4	$638K	Buy	6,476 +898	+16%	+$87.5K	0.38%	72
2023 Q3	$541K	Hold	5,578	–	–	0.18%	133
2023 Q2	$544K	Sell	5,578 -2,154	-28%	-$212K	0.2%	112
2023 Q1	$767K	Buy	+7,732	New	+$756K	0.31%	78

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Strategic Financial Concepts's STIP Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 20,110 shares — an estimated $2.08M sold.

Strategic Financial Concepts first reported a position in STIP in Q1 2023 and held it in 10 quarters. The position peaked at $2.08M in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Strategic Financial Concepts reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 20,110 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.08M.
Strategic Financial Concepts first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 10 quarters.
Strategic Financial Concepts's iShares 0-5 Year TIPS Bond ETF position peaked at $2.08M in Q1 2026.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.