B. Riley Wealth Advisors
STIP icon

B. Riley Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

B. Riley Wealth 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 		$6.64M Buy
66,577
+5,248
+9% +$529K 0.26% 82
2026
Q2 		$6.27M Buy
61,329
+2,106
+4% +$217K 0.34% 70
2026
Q1 		$6.12M Sell
59,223
-855
-1% -$88K 0.39% 62
2025
Q4 		$6.15M Sell
60,078
-3,528
-6% -$363K 0.28% 74
2025
Q3 		$6.57M Buy
63,606
+2,598
+4% +$268K 0.3% 63
2025
Q2 		$6.28M Buy
61,008
+4,454
+8% +$457K 0.29% 69
2025
Q1 		$5.85M Buy
56,554
+3,380
+6% +$344K 0.17% 133
2024
Q4 		$5.35M Sell
53,174
-1,553
-3% -$157K 0.18% 129
2024
Q3 		$5.55M Sell
54,727
-2,737
-5% -$274K 0.15% 146
2024
Q2 		$5.72M Sell
57,464
-21,578
-27% -$2.14M 0.15% 146
2024
Q1 		$7.66M Buy
79,042
+1,671
+2% +$165K 0.21% 106
2023
Q4 		$7.63M Sell
77,371
-1,671
-2% -$163K 0.21% 111
2023
Q3 		$7.66M Buy
79,042
+857
+1% +$83.3K 0.21% 106
2023
Q2 		$7.63M Sell
78,185
-108,983
-58% -$10.7M 0.17% 123
2023
Q1 		$18.6M Sell
187,168
-14,684
-7% -$1.44M 0.49% 37
2022
Q4 		$19.6M Buy
201,852
+9,847
+5% +$957K 0.55% 35
2022
Q3 		$18.5M Buy
192,005
+82,283
+75% +$8.24M 0.56% 31
2022
Q2 		$11.1M Sell
109,722
-23,063
-17% -$2.38M 0.47% 40
2022
Q1 		$13.9M Buy
132,785
+38,190
+40% +$4.02M 0.46% 39
2021
Q4 		$10M Buy
94,595
+3,058
+3% +$324K 0.29% 72
2021
Q3 		$9.7M Sell
91,537
-12,839
-12% -$1.36M 0.31% 68
2021
Q2 		$11.1M Buy
104,376
+3,127
+3% +$332K 0.36% 56
2021
Q1 		$10.7M Buy
101,249
+90,472
+839% +$9.5M 0.38% 51
2020
Q4 		$1.13M Buy
+10,777
New +$1.12M 0.06% 298

Other funds holding STIP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

B. Riley Wealth Advisors's STIP Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.6% in Q3 2026, buying an estimated $529K and bringing the position to 66,577 shares worth $6.64M. The position accounts for 0.26% of the portfolio, ranked #82.

B. Riley Wealth Advisors first reported a position in STIP in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.6M in Q4 2022. 506 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • B. Riley Wealth Advisors held 66,577 shares of iShares 0-5 Year TIPS Bond ETF worth $6.64M as of Q3 2026.
  • B. Riley Wealth Advisors bought 5,248 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $529K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.26% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #82 holding.
  • B. Riley Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $19.6M in Q4 2022.
  • 506 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.