Advus Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Advus Financial 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 Q3	$311K	Sell	3,118 -10,820	-78%	-$1.09M	0.09%	116
2026 Q2	$1.42M	Sell	13,938 -5,101	-27%	-$526K	0.41%	53
2026 Q1	$1.97M	Buy	19,039 +316	+2%	+$32.5K	0.75%	30
2025 Q4	$1.92M	Buy	18,723 +496	+3%	+$51.1K	0.69%	30
2025 Q3	$1.88M	Buy	18,227 +9,132	+100%	+$942K	0.7%	28
2025 Q2	$936K	Buy	+9,095	New	+$933K	0.37%	38

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

Advus Financial Partners's STIP Position: Q3 2026 in Review

Advus Financial Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 78% in Q3 2026, selling an estimated $1.09M and leaving 3,118 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #116.

Advus Financial Partners first reported a position in STIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.97M in Q1 2026. 216 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Advus Financial Partners held 3,118 shares of iShares 0-5 Year TIPS Bond ETF worth $311K as of Q3 2026.
Advus Financial Partners sold 10,820 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.09M.
iShares 0-5 Year TIPS Bond ETF made up 0.09% of Advus Financial Partners's portfolio in Q3 2026, its #116 holding.
Advus Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 6 quarters since.
Advus Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $1.97M in Q1 2026.
216 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.