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WealthGarden F.S.’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WealthGarden F.S.’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 		$1.39M Buy
13,588
+4,521
+50% +$466K 0.79% 36
2026
Q1 		$938K Buy
9,067
+5,326
+142% +$548K 0.64% 51
2025
Q4 		$384K Buy
+3,741
New +$385K 0.25% 105

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

WealthGarden F.S.'s STIP Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 50% in Q2 2026, buying an estimated $466K and bringing the position to 13,588 shares worth $1.39M. The position accounts for 0.79% of the portfolio, ranked #36.

WealthGarden F.S. first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • WealthGarden F.S. held 13,588 shares of iShares 0-5 Year TIPS Bond ETF worth $1.39M as of Q2 2026.
  • WealthGarden F.S. bought 4,521 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $466K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.79% of WealthGarden F.S.'s portfolio in Q2 2026, its #36 holding.
  • WealthGarden F.S. first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.