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Venturi Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Venturi Wealth 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 		$230K Sell
2,254
-60
-3% -$6.19K 0.01% 572
2026
Q1 		$239K Buy
2,314
+354
+18% +$36.4K 0.01% 529
2025
Q4 		$201K Buy
+1,960
New +$202K 0.01% 562

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

Venturi Wealth Management's STIP Position: Q2 2026 in Review

Venturi Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.6% in Q2 2026, selling an estimated $6.19K and leaving 2,254 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #572.

Venturi Wealth Management first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2026. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Venturi Wealth Management held 2,254 shares of iShares 0-5 Year TIPS Bond ETF worth $230K as of Q2 2026.
  • Venturi Wealth Management sold 60 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.19K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #572 holding.
  • Venturi Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Venturi Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $239K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.