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

TCI Wealth Advisors’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	$865K	Buy	8,471 +10	+0.1%	+$1.03K	0.04%	128
2026 Q1	$875K	Sell	8,461 -242	-3%	-$24.9K	0.05%	106
2025 Q4	$891K	Buy	+8,703	New	+$896K	0.05%	104
2023 Q4	–	Sell	-5,429	Closed	-$526K	–	213
2023 Q3	$526K	Sell	5,429 -9,072	-63%	-$881K	0.07%	105
2023 Q2	$1.42M	Sell	14,501 -8,213	-36%	-$808K	0.18%	53
2023 Q1	$2.25M	Sell	22,714 -7,329	-24%	-$716K	0.29%	39
2022 Q4	$2.91M	Sell	30,043 -19,500	-39%	-$1.89M	0.4%	30
2022 Q3	$4.76M	Sell	49,543 -5,440	-10%	-$545K	0.77%	20
2022 Q2	$5.58M	Buy	54,983 +6,945	+14%	+$717K	0.85%	17
2022 Q1	$5.04M	Buy	48,038 +25,372	+112%	+$2.67M	0.76%	17
2021 Q4	$2.4M	Buy	+22,666	New	+$2.4M	0.35%	33
2018 Q1	–	Sell	-19	Closed	-$2K	–	1433
2017 Q4	$2K	Buy	+19	New	+$1.9K	﹤0.01%	1060

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

AAM

Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

TCI Wealth Advisors's STIP Position: Q2 2026 in Review

TCI Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.12% in Q2 2026, buying an estimated $1.03K and bringing the position to 8,471 shares worth $865K. The position accounts for 0.04% of the portfolio, ranked #128.

TCI Wealth Advisors first reported a position in STIP in Q4 2017 and has held it in 12 quarters since. The position peaked at $5.58M in Q2 2022. 411 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

TCI Wealth Advisors held 8,471 shares of iShares 0-5 Year TIPS Bond ETF worth $865K as of Q2 2026.
TCI Wealth Advisors bought 10 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.03K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #128 holding.
TCI Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 12 quarters since.
TCI Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $5.58M in Q2 2022.
411 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.