Brookstone Capital Management
STIP icon

Brookstone Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brookstone Capital Management’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 		$9.6M Sell
95,976
-1,621
-2% -$163K 0.09% 222
2026
Q2 		$10M Buy
97,597
+4,849
+5% +$500K 0.1% 216
2026
Q1 		$9.6M Buy
92,748
+128
+0.1% +$13.2K 0.11% 211
2025
Q4 		$9.48M Sell
92,620
-11,156
-11% -$1.15M 0.11% 213
2025
Q3 		$10.7M Buy
103,776
+2,569
+3% +$265K 0.13% 199
2025
Q2 		$10.4M Buy
101,207
+9,613
+10% +$986K 0.14% 184
2025
Q1 		$9.48M Sell
91,594
-48,062
-34% -$4.9M 0.14% 184
2024
Q4 		$14M Sell
139,656
-46,083
-25% -$4.65M 0.2% 117
2024
Q3 		$18.8M Buy
185,739
+181,396
+4,177% +$18.2M 0.28% 89
2024
Q2 		$433K Buy
4,343
+874
+25% +$86.7K 0.01% 686
2024
Q1 		$345K Buy
3,469
+127
+4% +$12.6K 0.01% 715
2023
Q4 		$330K Sell
3,342
-4,734
-59% -$461K 0.01% 682
2023
Q3 		$783K Sell
8,076
-4,914
-38% -$477K 0.02% 481
2023
Q2 		$1.26M Sell
12,990
-3,462
-21% -$341K 0.03% 391
2023
Q1 		$1.62M Sell
16,452
-4,251
-21% -$416K 0.03% 358
2022
Q4 		$2.01M Sell
20,703
-32,534
-61% -$3.16M 0.04% 313
2022
Q3 		$5.16M Buy
53,237
+1,898
+4% +$190K 0.12% 159
2022
Q2 		$5.18M Buy
51,339
+16,620
+48% +$1.72M 0.11% 171
2022
Q1 		$3.61M Buy
34,719
+31,613
+1,018% +$3.33M 0.07% 225
2021
Q4 		$326K Buy
3,106
+1,128
+57% +$120K 0.01% 609
2021
Q3 		$209K Sell
1,978
-35
-2% -$3.71K ﹤0.01% 691
2021
Q2 		$214K Buy
+2,013
New +$214K ﹤0.01% 668
2017
Q3 		– Sell
-3,264
Closed -$328K – 340
2017
Q2 		$328K Buy
+3,264
New +$329K 0.03% 204

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

Brookstone Capital Management's STIP Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q3 2026, selling an estimated $163K and leaving 95,976 shares worth $9.6M. The position accounts for 0.09% of the portfolio, ranked #222.

Brookstone Capital Management first reported a position in STIP in Q2 2017 and has held it in 23 quarters since. The position peaked at $18.8M in Q3 2024. 273 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Brookstone Capital Management held 95,976 shares of iShares 0-5 Year TIPS Bond ETF worth $9.6M as of Q3 2026.
  • Brookstone Capital Management sold 1,621 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $163K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Brookstone Capital Management's portfolio in Q3 2026, its #222 holding.
  • Brookstone Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and has held it in 23 quarters since.
  • Brookstone Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $18.8M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.