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

Able 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	$284K	Sell	2,839 -14	-0.5%	-$1.41K	0.06%	114
2026 Q2	$291K	Buy	+2,853	New	+$294K	0.07%	111
2024 Q3	–	Sell	-2,928	Closed	-$291K	–	93
2024 Q2	$291K	Sell	2,928 -2,002	-41%	-$199K	0.24%	65
2024 Q1	$490K	Sell	4,930 -355	-7%	-$35.1K	0.43%	41
2023 Q4	$521K	Buy	+5,285	New	+$515K	0.47%	39

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

MASECO Private Wealth London $3.65B AUM 9.71% 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

L.J. Altfest & Co New York $1.01B AUM 24.77% 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

Able Wealth Management's STIP Position: Q3 2026 in Review

Able Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.49% in Q3 2026, selling an estimated $1.41K and leaving 2,839 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #114.

Able Wealth Management first reported a position in STIP in Q4 2023 and has held it in 5 quarters since. The position peaked at $521K in Q4 2023. 309 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Able Wealth Management held 2,839 shares of iShares 0-5 Year TIPS Bond ETF worth $284K as of Q3 2026.
Able Wealth Management sold 14 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.41K.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #114 holding.
Able Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 5 quarters since.
Able Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $521K in Q4 2023.
309 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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