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

SWP Financial’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	$1.34M	Buy	+13,116	New	+$1.35M	0.62%	32
2025 Q4	–	Sell	-18,978	Closed	-$1.96M	–	75
2025 Q3	$1.96M	Buy	18,978 +1,034	+6%	+$107K	1%	30
2025 Q2	$1.85M	Buy	+17,944	New	+$1.84M	1.01%	30
2025 Q1	–	Sell	-2,508	Closed	-$252K	–	71
2024 Q4	$252K	Sell	2,508 -408	-14%	-$41.1K	0.15%	63
2024 Q3	$295K	Sell	2,916 -1,330	-31%	-$133K	0.18%	41
2024 Q2	$422K	Sell	4,246 -83,408	-95%	-$8.27M	0.28%	30
2024 Q1	$8.65M	Buy	87,654 +6,796	+8%	+$672K	6.06%	5
2023 Q4	$7.97M	Buy	+80,858	New	+$7.88M	6.18%	5

Other funds holding STIP

MWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

SWP Financial's STIP Position: Q2 2026 in Review

SWP Financial opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 13,116 shares worth $1.34M. The stake represents 0.62% of the portfolio and ranks #32 among its holdings. This is a return to the name: SWP Financial previously reported a position in STIP as recently as Q3 2025.

SWP Financial first reported a position in STIP in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.65M in Q1 2024. 452 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

SWP Financial held 13,116 shares of iShares 0-5 Year TIPS Bond ETF worth $1.34M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new SWP Financial position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.62% of SWP Financial's portfolio in Q2 2026, its #32 holding.
SWP Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 8 quarters since.
SWP Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $8.65M in Q1 2024.
452 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.