Beacon Financial Advisory
STIP icon

Beacon Financial Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beacon Financial Advisory’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 		$290K Sell
2,910
-213
-7% -$21.5K 0.05% 349
2026
Q2 		$319K Sell
3,123
-359
-10% -$37K 0.06% 319
2026
Q1 		$360K Sell
3,482
-7
-0.2% -$721 0.08% 281
2025
Q4 		$357K Sell
3,489
-1,892
-35% -$195K 0.08% 264
2025
Q3 		$556K Buy
5,381
+5
+0.1% +$516 0.13% 193
2025
Q2 		$553K Buy
5,376
+1,034
+24% +$106K 0.14% 184
2025
Q1 		$449K Sell
4,342
-565
-12% -$57.6K 0.14% 182
2024
Q4 		$494K Sell
4,907
-151
-3% -$15.2K 0.16% 160
2024
Q3 		$512K Sell
5,058
-520
-9% -$52.1K 0.17% 153
2024
Q2 		$555K Buy
5,578
+9
+0.2% +$893 0.21% 135
2024
Q1 		$554K Sell
5,569
-2,900
-34% -$287K 0.27% 107
2023
Q4 		$835K Sell
8,469
-4,257
-33% -$415K 0.4% 72
2023
Q3 		$1.23M Sell
12,726
-2,184
-15% -$212K 0.68% 35
2023
Q2 		$1.46M Sell
14,910
-1,532
-9% -$151K 0.84% 24
2023
Q1 		$1.63M Sell
16,442
-2,462
-13% -$241K 1.04% 19
2022
Q4 		$1.83M Sell
18,904
-1,766
-9% -$172K 1.31% 15
2022
Q3 		$1.99M Sell
20,670
-370
-2% -$37.1K 1.42% 12
2022
Q2 		$2.13M Buy
21,040
+1,000
+5% +$103K 1.21% 14
2022
Q1 		$2.1M Sell
20,040
-3,166
-14% -$333K 1% 21
2021
Q4 		$2.46M Buy
23,206
+4,447
+24% +$471K 1.13% 17
2021
Q3 		$1.98M Buy
18,759
+2,503
+15% +$266K 1.03% 23
2021
Q2 		$1.73M Buy
16,256
+3,222
+25% +$342K 0.93% 24
2021
Q1 		$1.38M Buy
13,034
+4,124
+46% +$434K 0.79% 29
2020
Q4 		$930K Buy
8,910
+3,709
+71% +$385K 0.6% 50
2020
Q3 		$541K Buy
5,201
+3,104
+148% +$321K 0.47% 66
2020
Q2 		$214K Sell
2,097
-993
-32% -$101K 0.23% 126
2020
Q1 		$308K Buy
3,090
+247
+9% +$24.8K 0.39% 87
2019
Q4 		$286K Buy
+2,843
New +$285K 0.24% 120

Other funds holding STIP

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
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Beacon Financial Advisory's STIP Position: Q3 2026 in Review

Beacon Financial Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.8% in Q3 2026, selling an estimated $21.5K and leaving 2,910 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #349.

Beacon Financial Advisory first reported a position in STIP in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.46M in Q4 2021. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Beacon Financial Advisory held 2,910 shares of iShares 0-5 Year TIPS Bond ETF worth $290K as of Q3 2026.
  • Beacon Financial Advisory sold 213 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $21.5K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q3 2026, its #349 holding.
  • Beacon Financial Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $2.46M in Q4 2021.
  • 269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.