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

Wealthcare Advisory Partners’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 		$135M Buy
1,322,733
+113,391
+9% +$11.7M 2.56% 4
2026
Q1 		$125M Buy
1,209,342
+60,840
+5% +$6.26M 2.43% 4
2025
Q4 		$118M Buy
1,148,502
+86,535
+8% +$8.91M 2.31% 4
2025
Q3 		$110M Buy
1,061,967
+38,380
+4% +$3.96M 2.29% 5
2025
Q2 		$105M Buy
1,023,587
+89,905
+10% +$9.22M 2.4% 5
2025
Q1 		$96.6M Buy
933,682
+34,800
+4% +$3.55M 2.59% 4
2024
Q4 		$90.4M Buy
898,882
+68,332
+8% +$6.89M 2.51% 5
2024
Q3 		$84.2M Buy
830,550
+23,166
+3% +$2.32M 2.4% 5
2024
Q2 		$80.3M Buy
807,384
+47,113
+6% +$4.67M 2.51% 5
2024
Q1 		$75.6M Buy
760,271
+66,903
+10% +$6.61M 2.48% 5
2023
Q4 		$68.4M Buy
693,368
+20,963
+3% +$2.04M 2.72% 4
2023
Q3 		$65.2M Buy
672,405
+54,210
+9% +$5.27M 2.99% 4
2023
Q2 		$60.3M Buy
618,195
+135,301
+28% +$13.3M 2.7% 4
2023
Q1 		$47.9M Buy
482,894
+203,684
+73% +$19.9M 2.06% 7
2022
Q4 		$27.1M Buy
279,210
+255,114
+1,059% +$24.8M 1.29% 13
2022
Q3 		$2.32M Buy
24,096
+19,496
+424% +$1.95M 0.13% 128
2022
Q2 		$467K Sell
4,600
-1,745
-28% -$180K 0.03% 332
2022
Q1 		$666K Buy
6,345
+1,071
+20% +$113K 0.04% 260
2021
Q4 		$558K Buy
+5,274
New +$559K 0.03% 302

Other funds holding STIP

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Wealthcare Advisory Partners's STIP Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.4% in Q2 2026, buying an estimated $11.7M and bringing the position to 1,322,733 shares worth $135M. The position accounts for 2.56% of the portfolio, ranked #4.

Wealthcare Advisory Partners first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Wealthcare Advisory Partners held 1,322,733 shares of iShares 0-5 Year TIPS Bond ETF worth $135M as of Q2 2026.
  • Wealthcare Advisory Partners bought 113,391 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $11.7M.
  • iShares 0-5 Year TIPS Bond ETF made up 2.56% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #4 holding.
  • Wealthcare Advisory Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.