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

Valeo Financial 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 		$20K Buy
18,332
+16
+0.1% +$1.65K ﹤0.01% 823
2026
Q1 		$18.3K Buy
18,316
+586
+3% +$60.3K ﹤0.01% 740
2025
Q4 		$17.7K Sell
17,730
-7
-0% -$721 ﹤0.01% 827
2025
Q3 		$18.5K Buy
17,737
+7
+0% +$722 ﹤0.01% 817
2025
Q2 		$17.7K Buy
+17,730
New +$1.82M ﹤0.01% 770
2021
Q2 		– Sell
-13
Closed -$1K – 1656
2021
Q1 		$1K Buy
+13
New +$1.37K ﹤0.01% 1937
2020
Q3 		– Sell
-3
Closed – – 2090
2020
Q2 		$0 Buy
+3
New +$304 ﹤0.01% 2152
2018
Q3 		– Sell
-20
Closed -$2K – 1856
2018
Q2 		$2K Buy
+20
New +$1.99K ﹤0.01% 1381

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
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
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Valeo Financial Advisors's STIP Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.09% in Q2 2026, buying an estimated $1.65K and bringing the position to 18,332 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Valeo Financial Advisors first reported a position in STIP in Q2 2018 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Valeo Financial Advisors held 18,332 shares of iShares 0-5 Year TIPS Bond ETF worth $20K as of Q2 2026.
  • Valeo Financial Advisors bought 16 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.65K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #823 holding.
  • Valeo Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.