21 West Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

21 West Wealth Management’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 Q3	$1.89M	Sell	18,955 -824	-4%	-$83K	1.64%	22
2026 Q2	$2.02M	Buy	19,779 +1,559	+9%	+$161K	1.73%	23
2026 Q1	$1.88M	Sell	18,220 -706	-4%	-$72.7K	1.75%	22
2025 Q4	$1.94M	Buy	18,926 +2,299	+14%	+$237K	1.77%	22
2025 Q3	$1.72M	Buy	16,627 +1,013	+6%	+$104K	1.63%	24
2025 Q2	$1.61M	Buy	+15,614	New	+$1.6M	1.62%	25

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

21 West Wealth Management's STIP Position: Q3 2026 in Review

21 West Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.2% in Q3 2026, selling an estimated $83K and leaving 18,955 shares worth $1.89M. The position accounts for 1.64% of the portfolio, ranked #22.

21 West Wealth Management first reported a position in STIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.02M in Q2 2026. 218 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

21 West Wealth Management held 18,955 shares of iShares 0-5 Year TIPS Bond ETF worth $1.89M as of Q3 2026.
21 West Wealth Management sold 824 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $83K.
iShares 0-5 Year TIPS Bond ETF made up 1.64% of 21 West Wealth Management's portfolio in Q3 2026, its #22 holding.
21 West Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 6 quarters since.
21 West Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.02M in Q2 2026.
218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on 21 West Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.