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Clune & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Clune & Associates’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 		$729K Buy
7,317
+822
+13% +$82.8K 0.11% 90
2026
Q2 		$663K Buy
6,495
+60
+0.9% +$6.19K 0.1% 103
2026
Q1 		$666K Sell
6,435
-50
-0.8% -$5.15K 0.13% 103
2025
Q4 		$664K Buy
6,485
+69
+1% +$7.1K 0.14% 105
2025
Q3 		$663K Buy
6,416
+246
+4% +$25.4K 0.17% 101
2025
Q2 		$635K Buy
6,170
+529
+9% +$54.3K 0.17% 98
2025
Q1 		$584K Buy
5,641
+395
+8% +$40.2K 0.18% 96
2024
Q4 		$528K Buy
+5,246
New +$529K 0.18% 98

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

Clune & Associates's STIP Position: Q3 2026 in Review

Clune & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 13% in Q3 2026, buying an estimated $82.8K and bringing the position to 7,317 shares worth $729K. The position accounts for 0.11% of the portfolio, ranked #90.

Clune & Associates first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Clune & Associates held 7,317 shares of iShares 0-5 Year TIPS Bond ETF worth $729K as of Q3 2026.
  • Clune & Associates bought 822 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $82.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Clune & Associates's portfolio in Q3 2026, its #90 holding.
  • Clune & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.