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

Trademark Financial Management’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 		$3.16M Sell
30,900
-2,507
-8% -$259K 1.29% 22
2026
Q1 		$3.46M Buy
33,407
+4,307
+15% +$443K 1.69% 17
2025
Q4 		$2.98M Sell
29,100
-882
-3% -$90.8K 1.64% 18
2025
Q3 		$3.1M Buy
29,982
+2,926
+11% +$302K 1.8% 19
2025
Q2 		$2.78M Buy
27,056
+18,125
+203% +$1.86M 1.7% 21
2025
Q1 		$924K Buy
8,931
+3,983
+80% +$406K 0.71% 35
2024
Q4 		$498K Buy
4,948
+1,653
+50% +$167K 0.4% 53
2024
Q3 		$334K Buy
+3,295
New +$330K 0.26% 68
2024
Q1 		– Sell
-6,875
Closed -$678K – 86
2023
Q4 		$678K Buy
+6,875
New +$670K 0.5% 48

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
LA
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

Trademark Financial Management's STIP Position: Q2 2026 in Review

Trademark Financial Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.5% in Q2 2026, selling an estimated $259K and leaving 30,900 shares worth $3.16M. The position accounts for 1.29% of the portfolio, ranked #22.

Trademark Financial Management first reported a position in STIP in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.46M in Q1 2026. 410 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Trademark Financial Management held 30,900 shares of iShares 0-5 Year TIPS Bond ETF worth $3.16M as of Q2 2026.
  • Trademark Financial Management sold 2,507 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $259K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.29% of Trademark Financial Management's portfolio in Q2 2026, its #22 holding.
  • Trademark Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Trademark Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.46M in Q1 2026.
  • 410 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.