Strategic Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $165K | Hold |
1,615
| – | – | 0.01% | 333 |
|
|
2026
Q1 | $167K | Hold |
1,615
| – | – | 0.01% | 325 |
|
|
2025
Q4 | $165K | Sell |
1,615
-2,285
| -59% | -$235K | 0.01% | 338 |
|
|
2025
Q3 | $403K | Buy |
3,900
+87
| +2% | +$8.97K | 0.03% | 251 |
|
|
2025
Q2 | $392K | Buy |
+3,813
| New | +$391K | 0.03% | 242 |
|
|
2024
Q4 | $388K | Sell |
3,813
-1,071
| -22% | -$108K | 0.03% | 232 |
|
|
2024
Q3 | $495K | Sell |
4,884
-62
| -1% | -$6.21K | 0.05% | 208 |
|
|
2024
Q2 | $492K | Hold |
4,946
| – | – | 0.05% | 195 |
|
|
2024
Q1 | $492K | Sell |
4,946
-498
| -9% | -$49.2K | 0.05% | 196 |
|
|
2023
Q4 | $537K | Buy |
5,444
+615
| +13% | +$59.9K | 0.07% | 177 |
|
|
2023
Q3 | $468K | Sell |
4,829
-387
| -7% | -$37.6K | 0.06% | 204 |
|
|
2023
Q2 | $509K | Sell |
5,216
-715
| -12% | -$70.3K | 0.07% | 200 |
|
|
2023
Q1 | $589K | Sell |
5,931
-1,520
| -20% | -$149K | 0.09% | 159 |
|
|
2022
Q4 | $722K | Sell |
7,451
-2,448
| -25% | -$238K | 0.13% | 145 |
|
|
2022
Q3 | $951K | Buy |
9,899
+1,041
| +12% | +$104K | 0.2% | 126 |
|
|
2022
Q2 | $898K | Buy |
8,858
+4,157
| +88% | +$429K | 0.19% | 123 |
|
|
2022
Q1 | $493K | Buy |
4,701
+719
| +18% | +$75.7K | 0.1% | 178 |
|
|
2021
Q4 | $422K | Hold |
3,982
| – | – | 0.08% | 212 |
|
|
2021
Q3 | $421K | Buy |
3,982
+804
| +25% | +$85.3K | 0.12% | 185 |
|
|
2021
Q2 | $338K | Sell |
3,178
-537
| -14% | -$57K | 0.11% | 188 |
|
|
2021
Q1 | $393K | Sell |
3,715
-51
| -1% | -$5.37K | 0.16% | 139 |
|
|
2020
Q4 | $393K | Sell |
3,766
-505
| -12% | -$52.4K | 0.16% | 130 |
|
|
2020
Q3 | $444K | Sell |
4,271
-2,524
| -37% | -$261K | 0.22% | 105 |
|
|
2020
Q2 | $696K | Sell |
6,795
-35,986
| -84% | -$3.65M | 0.36% | 76 |
|
|
2020
Q1 | $4.31M | Hold |
42,781
| – | – | 2.24% | 9 |
|
|
2019
Q4 | $4.31M | Sell |
42,781
-14,057
| -25% | -$1.41M | 2.24% | 9 |
|
|
2019
Q3 | $529K | Buy |
56,838
+6,171
| +12% | +$618K | 2.72% | 4 |
|
|
2019
Q2 | $5.1M | Buy |
50,667
+2,134
| +4% | +$214K | 2.46% | 5 |
|
|
2019
Q1 | $4.83M | Buy |
48,533
+13,885
| +40% | +$1.37M | 2.21% | 7 |
|
|
2018
Q4 | $3.57M | Buy |
34,648
+2,644
| +8% | +$260K | 1.8% | 11 |
|
|
2018
Q3 | $3.16M | Buy |
32,004
+5,226
| +20% | +$517K | 1.69% | 13 |
|
|
2018
Q2 | $2.67M | Buy |
26,778
+8,707
| +48% | +$867K | 1.55% | 10 |
|
|
2018
Q1 | $1.81M | Buy |
18,071
+16,838
| +1,366% | +$1.68M | 0.93% | 28 |
|
|
2017
Q4 | $125K | Buy |
+1,233
| New | +$124K | 0.07% | 163 |
|
Other funds holding STIP
MWM
RWM
CCM
AHSSHC
Strategic Wealth Partners's STIP Position: Q2 2026 in Review
Strategic Wealth Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 1,615 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #333.
Strategic Wealth Partners first reported a position in STIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.1M in Q2 2019. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.
- Strategic Wealth Partners held 1,615 shares of iShares 0-5 Year TIPS Bond ETF worth $165K as of Q2 2026.
- Strategic Wealth Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
- iShares 0-5 Year TIPS Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #333 holding.
- Strategic Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Strategic Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $5.1M in Q2 2019.
- 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.