Avant Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Avant Financial 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	$848K	Buy	8,501 +440	+5%	+$44.3K	0.52%	34
2026 Q2	$824K	Buy	8,061 +272	+3%	+$28.1K	0.51%	35
2026 Q1	$806K	Buy	7,789 +893	+13%	+$91.9K	0.57%	32
2025 Q4	$706K	Buy	6,896 +84	+1%	+$8.65K	0.51%	37
2025 Q3	$704K	Buy	6,812 +1,568	+30%	+$162K	0.53%	37
2025 Q2	$540K	Buy	5,244 +119	+2%	+$12.2K	0.44%	45
2025 Q1	$530K	Buy	5,125 +160	+3%	+$16.3K	0.48%	41
2024 Q4	$499K	Buy	+4,965	New	+$500K	0.46%	46

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

M. Kulyk & Associates Decatur, Georgia $599M AUM 17.11% 1-Year Est. Return

Avant Financial Advisors's STIP Position: Q3 2026 in Review

Avant Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.5% in Q3 2026, buying an estimated $44.3K and bringing the position to 8,501 shares worth $848K. The position accounts for 0.52% of the portfolio, ranked #34.

Avant Financial Advisors first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Avant Financial Advisors held 8,501 shares of iShares 0-5 Year TIPS Bond ETF worth $848K as of Q3 2026.
Avant Financial Advisors bought 440 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $44.3K.
iShares 0-5 Year TIPS Bond ETF made up 0.52% of Avant Financial Advisors's portfolio in Q3 2026, its #34 holding.
Avant Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Avant Financial Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.