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

Wealthcare Capital 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	$6.03M	Buy	58,981 +4,339	+8%	+$448K	2.49%	6
2026 Q1	$5.65M	Buy	54,642 +4,074	+8%	+$419K	2.65%	6
2025 Q4	$5.18M	Buy	50,568 +2,014	+4%	+$207K	2.43%	6
2025 Q3	$5.02M	Buy	48,554 +4,868	+11%	+$502K	2.31%	7
2025 Q2	$4.5M	Sell	43,686 -4,294	-9%	-$441K	2.26%	6
2025 Q1	$4.96M	Sell	47,980 -8,229	-15%	-$838K	2.55%	6
2024 Q4	$5.65M	Buy	+56,209	New	+$5.67M	2.95%	6

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

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

Wealthcare Capital Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.9% in Q2 2026, buying an estimated $448K and bringing the position to 58,981 shares worth $6.03M. The position accounts for 2.49% of the portfolio, ranked #6.

Wealthcare Capital Partners first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Wealthcare Capital Partners held 58,981 shares of iShares 0-5 Year TIPS Bond ETF worth $6.03M as of Q2 2026.
Wealthcare Capital Partners bought 4,339 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $448K.
iShares 0-5 Year TIPS Bond ETF made up 2.49% of Wealthcare Capital Partners's portfolio in Q2 2026, its #6 holding.
Wealthcare Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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