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RAFFA WEALTH MANAGEMENT, LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$121K Buy
1,188
+331
+39% +$34.1K 0.02% 118
2026
Q1 		$88.7K Sell
857
-147
-15% -$15.1K 0.01% 120
2025
Q4 		$103K Buy
1,004
+713
+245% +$73.4K 0.02% 116
2025
Q3 		$30.1K Buy
+291
New +$30K 0.01% 206

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $385M AUM 18.43% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's STIP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 39% in Q2 2026, buying an estimated $34.1K and bringing the position to 1,188 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #118.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in STIP in Q3 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,188 shares of iShares 0-5 Year TIPS Bond ETF worth $121K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 331 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $34.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #118 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.