UAS
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United Asset Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

United Asset Strategies’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 		$1.07M Buy
10,439
+3,845
+58% +$397K 0.08% 139
2026
Q1 		$682K Buy
6,594
+119
+2% +$12.3K 0.05% 175
2025
Q4 		$663K Sell
6,475
-335
-5% -$34.5K 0.05% 178
2025
Q3 		$704K Buy
6,810
+6
+0.1% +$619 0.06% 173
2025
Q2 		$700K Buy
6,804
+399
+6% +$40.9K 0.06% 169
2025
Q1 		$663K Sell
6,405
-1,407
-18% -$143K 0.06% 173
2024
Q4 		$786K Sell
7,812
-83
-1% -$8.37K 0.07% 153
2024
Q3 		$800K Sell
7,895
-41
-0.5% -$4.11K 0.07% 156
2024
Q2 		$790K Sell
7,936
-28
-0.4% -$2.78K 0.08% 150
2024
Q1 		$792K Buy
7,964
+280
+4% +$27.7K 0.08% 166
2023
Q4 		$758K Buy
7,684
+778
+11% +$75.8K 0.09% 165
2023
Q3 		$669K Buy
6,906
+238
+4% +$23.1K 0.09% 156
2023
Q2 		$651K Buy
6,668
+5,363
+411% +$528K 0.08% 154
2023
Q1 		$233K Sell
1,305
-5,444
-81% -$532K 0.03% 208
2022
Q4 		$654K Sell
6,749
-2,732
-29% -$265K 0.09% 158
2022
Q3 		$911K Sell
9,481
-684
-7% -$68.5K 0.14% 132
2022
Q2 		$1.03M Sell
10,165
-1,086
-10% -$112K 0.15% 122
2022
Q1 		$1.18M Sell
11,251
-234
-2% -$24.6K 0.15% 119
2021
Q4 		$1.22M Sell
11,485
-5,469
-32% -$580K 0.14% 113
2021
Q3 		$1.79M Buy
16,954
+391
+2% +$41.5K 0.23% 80
2021
Q2 		$1.76M Buy
16,563
+7,953
+92% +$845K 0.23% 83
2021
Q1 		$910K Sell
8,610
-499
-5% -$52.5K 0.13% 115
2020
Q4 		$951K Buy
9,109
+4,087
+81% +$424K 0.15% 106
2020
Q3 		$523K Buy
+5,022
New +$520K 0.1% 135

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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

United Asset Strategies's STIP Position: Q2 2026 in Review

United Asset Strategies increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 58% in Q2 2026, buying an estimated $397K and bringing the position to 10,439 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #139.

United Asset Strategies first reported a position in STIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q3 2021. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • United Asset Strategies held 10,439 shares of iShares 0-5 Year TIPS Bond ETF worth $1.07M as of Q2 2026.
  • United Asset Strategies bought 3,845 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $397K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of United Asset Strategies's portfolio in Q2 2026, its #139 holding.
  • United Asset Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • United Asset Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $1.79M in Q3 2021.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.