Affinity Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Affinity Capital Advisors’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	$394K	Buy	3,937 +122	+3%	+$12.3K	0.05%	133
2026 Q2	$387K	Sell	3,815 -173	-4%	-$17.8K	0.05%	126
2026 Q1	$412K	Sell	3,988 -50	-1%	-$5.15K	0.06%	112
2025 Q4	$413K	Buy	4,038 +535	+15%	+$55.1K	0.06%	114
2025 Q3	$361K	Buy	3,503 +592	+20%	+$61.1K	0.06%	115
2025 Q2	$300K	Buy	2,911 +46	+2%	+$4.72K	0.05%	130
2025 Q1	$293K	Buy	+2,865	New	+$292K	0.06%	120

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

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

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Affinity Capital Advisors's STIP Position: Q3 2026 in Review

Affinity Capital Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.2% in Q3 2026, buying an estimated $12.3K and bringing the position to 3,937 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #133.

Affinity Capital Advisors first reported a position in STIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $413K in Q4 2025. 383 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Affinity Capital Advisors held 3,937 shares of iShares 0-5 Year TIPS Bond ETF worth $394K as of Q3 2026.
Affinity Capital Advisors bought 122 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $12.3K.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Affinity Capital Advisors's portfolio in Q3 2026, its #133 holding.
Affinity Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
Affinity Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $413K in Q4 2025.
383 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.