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

Toth Financial Advisory’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	$362K	Sell	3,540 -50	-1%	-$5.16K	0.04%	192
2026 Q1	$371K	Sell	3,590 -200	-5%	-$20.6K	0.04%	178
2025 Q4	$388K	Hold	3,790	–	–	0.04%	181
2025 Q3	$392K	Buy	3,790 +290	+8%	+$29.9K	0.04%	185
2025 Q2	$360K	Hold	3,500	–	–	0.04%	183
2025 Q1	$362K	Hold	3,500	–	–	0.04%	178
2024 Q4	$352K	Sell	3,500 -285	-8%	-$28.7K	0.04%	180
2024 Q3	$383K	Sell	3,785 -18	-0.5%	-$1.8K	0.05%	177
2024 Q2	$378K	Sell	3,803 -4	-0.1%	-$397	0.05%	168
2024 Q1	$379K	Sell	3,807 -3,006	-44%	-$297K	0.05%	173
2023 Q4	$672K	Sell	6,813 -4,694	-41%	-$457K	0.09%	148
2023 Q3	$1.12M	Sell	11,507 -6,920	-38%	-$672K	0.17%	113
2023 Q2	$1.8M	Sell	18,427 -307	-2%	-$30.2K	0.26%	97
2023 Q1	$1.86M	Sell	18,734 -4,695	-20%	-$459K	0.29%	89
2022 Q4	$2.27M	Sell	23,429 -2,201	-9%	-$214K	0.37%	77
2022 Q3	$2.46M	Sell	25,630 -166	-0.6%	-$16.6K	0.45%	74
2022 Q2	$2.62M	Buy	25,796 +4,051	+19%	+$418K	0.46%	75
2022 Q1	$2.28M	Buy	21,745 +21,135	+3,465%	+$2.23M	0.34%	79
2021 Q4	$65K	Buy	+610	New	+$64.6K	0.01%	275

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

Toth Financial Advisory's STIP Position: Q2 2026 in Review

Toth Financial Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.4% in Q2 2026, selling an estimated $5.16K and leaving 3,540 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #192.

Toth Financial Advisory first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q2 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Toth Financial Advisory held 3,540 shares of iShares 0-5 Year TIPS Bond ETF worth $362K as of Q2 2026.
Toth Financial Advisory sold 50 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.16K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Toth Financial Advisory's portfolio in Q2 2026, its #192 holding.
Toth Financial Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
Toth Financial Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $2.62M in Q2 2022.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.