VERITY Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

VERITY Wealth 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	$673K	Sell	6,583 -7,258	-52%	-$749K	0.41%	45
2026 Q1	$1.43M	Hold	13,841	–	–	0.96%	17
2025 Q4	$1.42M	Hold	13,841	–	–	0.88%	19
2025 Q3	$1.43M	Hold	13,841	–	–	0.9%	16
2025 Q2	$1.42M	Hold	13,841	–	–	0.96%	14
2025 Q1	$1.43M	Hold	13,841	–	–	1.06%	14
2024 Q4	$1.39M	Hold	13,841	–	–	1.01%	15
2024 Q3	$1.4M	Hold	13,841	–	–	0.99%	15
2024 Q2	$1.38M	Hold	13,841	–	–	1.03%	15
2024 Q1	$1.38M	Hold	13,841	–	–	1.06%	14
2023 Q4	$1.36M	Buy	13,841 +6,583	+91%	+$641K	1.17%	14
2023 Q3	$703K	Hold	7,258	–	–	0.66%	30
2023 Q2	$708K	Hold	7,258	–	–	0.64%	30
2023 Q1	$720K	Hold	7,258	–	–	0.67%	30
2022 Q4	$704K	Sell	7,258 -7,200	-50%	-$700K	0.69%	29
2022 Q3	$1.39M	Buy	14,458 +10,607	+275%	+$1.06M	1.43%	16
2022 Q2	$391K	Sell	3,851 -3,732	-49%	-$385K	0.38%	47
2022 Q1	$796K	Buy	7,583 +2,890	+62%	+$304K	0.7%	28
2021 Q4	$497K	Buy	+4,693	New	+$497K	0.41%	41

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

VERITY Wealth Advisors's STIP Position: Q2 2026 in Review

VERITY Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 52% in Q2 2026, selling an estimated $749K and leaving 6,583 shares worth $673K. The position accounts for 0.41% of the portfolio, ranked #45.

VERITY Wealth Advisors first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q1 2025. 234 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

VERITY Wealth Advisors held 6,583 shares of iShares 0-5 Year TIPS Bond ETF worth $673K as of Q2 2026.
VERITY Wealth Advisors sold 7,258 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $749K.
iShares 0-5 Year TIPS Bond ETF made up 0.41% of VERITY Wealth Advisors's portfolio in Q2 2026, its #45 holding.
VERITY Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
VERITY Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.43M in Q1 2025.
234 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.