Barrett & Company’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Barrett & Company’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	$133K	Hold	1,336	–	–	0.04%	189
2026 Q2	$137K	Buy	1,336 +285	+27%	+$29.4K	0.04%	203
2026 Q1	$109K	Hold	1,051	–	–	0.04%	200
2025 Q4	$108K	Hold	1,051	–	–	0.04%	207
2025 Q3	$109K	Hold	1,051	–	–	0.04%	208
2025 Q2	$108K	Hold	1,051	–	–	0.04%	201
2025 Q1	$109K	Hold	1,051	–	–	0.05%	182
2024 Q4	$106K	Sell	1,051 -50	-5%	-$5.04K	0.04%	190
2024 Q3	$112K	Hold	1,101	–	–	0.05%	184
2024 Q2	$110K	Hold	1,101	–	–	0.05%	183
2024 Q1	$109K	Hold	1,101	–	–	0.05%	187
2023 Q4	$109K	Hold	1,101	–	–	0.06%	178
2023 Q3	$107K	Hold	1,101	–	–	0.06%	173
2023 Q2	$107K	Hold	1,101	–	–	0.06%	173
2023 Q1	$10.9K	Hold	1,101	–	–	0.01%	379
2022 Q4	$107K	Hold	1,101	–	–	0.07%	160
2022 Q3	$107K	Buy	+1,101	New	+$110K	0.07%	160

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

Barrett & Company's STIP Position: Q3 2026 in Review

Barrett & Company held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 1,336 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #189.

Barrett & Company first reported a position in STIP in Q3 2022 and has held it in 17 quarters since. The position peaked at $137K in Q2 2026. 460 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Barrett & Company held 1,336 shares of iShares 0-5 Year TIPS Bond ETF worth $133K as of Q3 2026.
Barrett & Company left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Barrett & Company's portfolio in Q3 2026, its #189 holding.
Barrett & Company first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's iShares 0-5 Year TIPS Bond ETF position peaked at $137K in Q2 2026.
460 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.