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Walker Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Walker Financial Services’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 		$24.7M Buy
241,916
+26,868
+12% +$2.77M 7.64% 6
2026
Q1 		$22.2M Buy
215,048
+27,116
+14% +$2.79M 7.61% 5
2025
Q4 		$19.2M Buy
187,932
+29,300
+18% +$3.02M 6.97% 5
2025
Q3 		$16.4M Sell
158,632
-9,515
-6% -$981K 6.38% 5
2025
Q2 		$17.3M Buy
168,147
+11,507
+7% +$1.18M 7.87% 5
2025
Q1 		$16.2M Buy
156,640
+16,107
+11% +$1.64M 8.49% 5
2024
Q4 		$14.1M Buy
140,533
+39,770
+39% +$4.01M 8.22% 5
2024
Q3 		$10.2M Buy
100,763
+7,472
+8% +$748K 6.9% 5
2024
Q2 		$9.28M Sell
93,291
-9,492
-9% -$942K 7.26% 5
2024
Q1 		$10.2M Sell
102,783
-65,723
-39% -$6.49M 8.4% 5
2023
Q4 		$16.6M Sell
168,506
-35,032
-17% -$3.41M 17.18% 3
2023
Q3 		$19.7M Buy
203,538
+3,665
+2% +$356K 19.17% 3
2023
Q2 		$19.5M Buy
199,873
+12,697
+7% +$1.25M 19.27% 3
2023
Q1 		$18.6M Hold
187,176
– – 19.14% 3
2022
Q4 		$18.6M Buy
187,176
+12,769
+7% +$1.24M 19.14% 3
2022
Q3 		$16.8M Buy
174,407
+148,601
+576% +$14.9M 15.66% 4
2022
Q2 		$2.62M Buy
+25,806
New +$2.66M 2.55% 9

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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Walker Financial Services's STIP Position: Q2 2026 in Review

Walker Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, buying an estimated $2.77M and bringing the position to 241,916 shares worth $24.7M. The position accounts for 7.64% of the portfolio, ranked #6.

Walker Financial Services first reported a position in STIP in Q2 2022 and has held it in 17 quarters since. 411 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Walker Financial Services held 241,916 shares of iShares 0-5 Year TIPS Bond ETF worth $24.7M as of Q2 2026.
  • Walker Financial Services bought 26,868 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.77M.
  • iShares 0-5 Year TIPS Bond ETF made up 7.64% of Walker Financial Services's portfolio in Q2 2026, its #6 holding.
  • Walker Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.