Ares Financial Consulting
STIP icon

Ares Financial Consulting’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ares Financial Consulting’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 		$3.97M Buy
39,776
+1,695
+4% +$171K 2.74% 6
2026
Q2 		$3.89M Buy
38,081
+2,955
+8% +$305K 2.79% 8
2026
Q1 		$3.62M Sell
35,126
-3,812
-10% -$392K 2.85% 8
2025
Q4 		$3.99M Buy
+38,938
New +$4.01M 3.8% 5

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Wealthcare Advisory Partners
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Farther Finance Advisors
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Wealthcare Capital Management
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Abacus Planning Group
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3EDGE Asset Management
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Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Ares Financial Consulting's STIP Position: Q3 2026 in Review

Ares Financial Consulting increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.5% in Q3 2026, buying an estimated $171K and bringing the position to 39,776 shares worth $3.97M. The position accounts for 2.74% of the portfolio, ranked #6.

Ares Financial Consulting first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.99M in Q4 2025. 484 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Ares Financial Consulting held 39,776 shares of iShares 0-5 Year TIPS Bond ETF worth $3.97M as of Q3 2026.
  • Ares Financial Consulting bought 1,695 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $171K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.74% of Ares Financial Consulting's portfolio in Q3 2026, its #6 holding.
  • Ares Financial Consulting first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's iShares 0-5 Year TIPS Bond ETF position peaked at $3.99M in Q4 2025.
  • 484 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.