Capital Advantage
STIP icon

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

Capital Advantage’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 		$27.1M Buy
271,642
+12,853
+5% +$1.3M 3.25% 10
2026
Q2 		$26.4M Buy
+258,789
New +$26.7M 3.23% 11

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
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Capital Advantage's STIP Position: Q3 2026 in Review

Capital Advantage increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5% in Q3 2026, buying an estimated $1.3M and bringing the position to 271,642 shares worth $27.1M. The position accounts for 3.25% of the portfolio, ranked #10.

Capital Advantage first reported a position in STIP in Q2 2026 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Capital Advantage held 271,642 shares of iShares 0-5 Year TIPS Bond ETF worth $27.1M as of Q3 2026.
  • Capital Advantage bought 12,853 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.3M.
  • iShares 0-5 Year TIPS Bond ETF made up 3.25% of Capital Advantage's portfolio in Q3 2026, its #10 holding.
  • Capital Advantage first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.