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

AlphaCore Capital’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	$393K	Buy	3,938 +1,792	+84%	+$181K	0.01%	950
2026 Q2	$219K	Sell	2,146 -31	-1%	-$3.2K	﹤0.01%	1064
2026 Q1	$225K	Sell	2,177 -20	-0.9%	-$2.06K	0.01%	803
2025 Q4	$225K	Buy	2,197 +46	+2%	+$4.74K	0.01%	935
2025 Q3	$222K	Buy	2,151 +23	+1%	+$2.37K	0.01%	674
2025 Q2	$219K	Buy	2,128 +30	+1%	+$3.08K	0.01%	556
2025 Q1	$217K	Buy	+2,098	New	+$214K	0.02%	424
2024 Q1	–	Sell	-4,846	Closed	-$478K	–	353
2023 Q4	$478K	Sell	4,846 -2,645	-35%	-$258K	0.07%	151
2023 Q3	$726K	Sell	7,491 -5,449	-42%	-$529K	0.11%	120
2023 Q2	$1.26M	Sell	12,940 -2,061	-14%	-$203K	0.2%	86
2023 Q1	$1.49M	Buy	+15,001	New	+$1.47M	0.39%	40

Other funds holding STIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 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

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

AlphaCore Capital's STIP Position: Q3 2026 in Review

AlphaCore Capital increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 84% in Q3 2026, buying an estimated $181K and bringing the position to 3,938 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #950.

AlphaCore Capital first reported a position in STIP in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2023. 509 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

AlphaCore Capital held 3,938 shares of iShares 0-5 Year TIPS Bond ETF worth $393K as of Q3 2026.
AlphaCore Capital bought 1,792 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $181K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #950 holding.
AlphaCore Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 11 quarters since.
AlphaCore Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $1.49M in Q1 2023.
509 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.