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

Vigilare 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 		$4.2M Sell
41,118
-7,444
-15% -$768K 1.29% 16
2026
Q1 		$5.02M Buy
48,562
+30,714
+172% +$3.16M 1.7% 13
2025
Q4 		$1.83M Sell
17,848
-37,656
-68% -$3.88M 0.61% 33
2025
Q3 		$5.74M Sell
55,504
-64,865
-54% -$6.69M 1.99% 14
2025
Q2 		$12.4M Buy
+120,369
New +$12.3M 4.64% 4

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
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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

Vigilare Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2026, selling an estimated $768K and leaving 41,118 shares worth $4.2M. The position accounts for 1.29% of the portfolio, ranked #16.

Vigilare Wealth Management first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.4M in Q2 2025. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Vigilare Wealth Management held 41,118 shares of iShares 0-5 Year TIPS Bond ETF worth $4.2M as of Q2 2026.
  • Vigilare Wealth Management sold 7,444 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $768K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.29% of Vigilare Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Vigilare Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Vigilare Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $12.4M in Q2 2025.
  • 169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.