VH
STIP icon

Visionary Horizons’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Visionary Horizons’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 		$2.24M Buy
21,943
+5,391
+33% +$556K 0.94% 19
2026
Q1 		$1.71M Buy
16,552
+9,936
+150% +$1.02M 0.84% 21
2025
Q4 		$677K Buy
6,616
+472
+8% +$48.6K 0.35% 56
2025
Q3 		$635K Sell
6,144
-30
-0.5% -$3.09K 0.35% 57
2025
Q2 		$635K Buy
+6,174
New +$633K 0.4% 52

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

Visionary Horizons's STIP Position: Q2 2026 in Review

Visionary Horizons increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 33% in Q2 2026, buying an estimated $556K and bringing the position to 21,943 shares worth $2.24M. The position accounts for 0.94% of the portfolio, ranked #19.

Visionary Horizons first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Visionary Horizons held 21,943 shares of iShares 0-5 Year TIPS Bond ETF worth $2.24M as of Q2 2026.
  • Visionary Horizons bought 5,391 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $556K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.94% of Visionary Horizons's portfolio in Q2 2026, its #19 holding.
  • Visionary Horizons first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.