WBH Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WBH Advisory’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	$204K	Hold	2,000	–	–	0.01%	359
2026 Q1	$206K	Hold	2,000	–	–	0.02%	347
2025 Q4	$205K	Hold	2,000	–	–	0.02%	340
2025 Q3	$207K	Hold	2,000	–	–	0.02%	337
2025 Q2	$206K	Hold	2,000	–	–	0.02%	327
2025 Q1	$207K	Hold	2,000	–	–	0.02%	316
2024 Q4	$201K	Hold	2,000	–	–	0.02%	316
2024 Q3	$203K	Buy	+2,000	New	+$200K	0.02%	318
2022 Q3	–	Sell	-2,041	Closed	-$206K	–	305
2022 Q2	$206K	Buy	2,041 +41	+2%	+$4.23K	0.03%	291
2022 Q1	$209K	Sell	2,000 -193	-9%	-$20.3K	0.03%	301
2021 Q4	$232K	Buy	2,193 +193	+10%	+$20.5K	0.03%	297
2021 Q3	$211K	Hold	2,000	–	–	0.03%	279
2021 Q2	$214K	Hold	2,000	–	–	0.03%	259
2021 Q1	$211K	Hold	2,000	–	–	0.03%	257
2020 Q4	$210K	Hold	2,000	–	–	0.04%	250
2020 Q3	$208K	Hold	2,000	–	–	0.04%	238
2020 Q2	$204K	Buy	+2,000	New	+$203K	0.05%	229
2020 Q1	–	Sell	-2,000	Closed	-$201K	–	239
2019 Q4	$201K	Hold	2,000	–	–	0.04%	239
2019 Q3	$200K	Hold	2,000	–	–	0.04%	233
2019 Q2	$201K	Buy	+2,000	New	+$200K	0.05%	228

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

WBH Advisory's STIP Position: Q2 2026 in Review

WBH Advisory held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,000 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #359.

WBH Advisory first reported a position in STIP in Q2 2019 and has held it in 20 quarters since. The position peaked at $232K in Q4 2021. 640 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

WBH Advisory held 2,000 shares of iShares 0-5 Year TIPS Bond ETF worth $204K as of Q2 2026.
WBH Advisory left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of WBH Advisory's portfolio in Q2 2026, its #359 holding.
WBH Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2019 and has held it in 20 quarters since.
WBH Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $232K in Q4 2021.
640 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.