Columbus Macro
STIP icon

Columbus Macro’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Columbus Macro’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 		$10.3M Buy
103,464
+2,055
+2% +$207K 1% 27
2026
Q2 		$10.4M Buy
101,409
+5,233
+5% +$540K 1.01% 31
2026
Q1 		$9.9M Buy
96,176
+3,889
+4% +$400K 1.06% 28
2025
Q4 		$9.45M Sell
92,287
-433
-0.5% -$44.6K 1.03% 29
2025
Q3 		$9.6M Sell
92,720
-5,101
-5% -$526K 1.09% 23
2025
Q2 		$10.1M Sell
97,821
-15,065
-13% -$1.55M 1.23% 17
2025
Q1 		$11.7M Buy
112,886
+71
+0.1% +$7.23K 1.54% 7
2024
Q4 		$11.3M Buy
112,815
+47,616
+73% +$4.8M 1.57% 7
2024
Q3 		$6.6M Sell
65,199
-4,004
-6% -$401K 2.4% 6
2024
Q2 		$6.88M Sell
69,203
-7,359
-10% -$730K 2.66% 4
2024
Q1 		$7.61M Buy
76,562
+12,761
+20% +$1.26M 2.89% 3
2023
Q4 		$6.3M Buy
63,801
+4,662
+8% +$454K 2.49% 4
2023
Q3 		$5.73M Buy
59,139
+40,755
+222% +$3.96M 2.42% 5
2023
Q2 		$1.79M Sell
18,384
-29,644
-62% -$2.92M 0.71% 43
2023
Q1 		$4.76M Sell
48,028
-9,698
-17% -$948K 1.77% 10
2022
Q4 		$5.6M Buy
57,726
+11,989
+26% +$1.16M 2.15% 7
2022
Q3 		$4.4M Buy
+45,737
New +$4.58M 1.8% 10
2021
Q1 		– Sell
-3,847
Closed -$402K – 176
2020
Q4 		$402K Buy
3,847
+1,123
+41% +$116K 0.12% 120
2020
Q3 		$283K Sell
2,724
-922
-25% -$95.4K 0.09% 134
2020
Q2 		$373K Buy
3,646
+77
+2% +$7.81K 0.1% 112
2020
Q1 		$357K Buy
3,569
+214
+6% +$21.5K 0.1% 129
2019
Q4 		$338K Sell
3,355
-58
-2% -$5.82K 0.07% 154
2019
Q3 		$342K Buy
3,413
+193
+6% +$19.3K 0.09% 123
2019
Q2 		$324K Buy
+3,220
New +$322K 0.07% 125

Other funds holding STIP

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIC
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
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Columbus Macro's STIP Position: Q3 2026 in Review

Columbus Macro increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2% in Q3 2026, buying an estimated $207K and bringing the position to 103,464 shares worth $10.3M. The position accounts for 1% of the portfolio, ranked #27.

Columbus Macro first reported a position in STIP in Q2 2019 and has held it in 24 quarters since. The position peaked at $11.7M in Q1 2025. 162 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Columbus Macro held 103,464 shares of iShares 0-5 Year TIPS Bond ETF worth $10.3M as of Q3 2026.
  • Columbus Macro bought 2,055 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $207K.
  • iShares 0-5 Year TIPS Bond ETF made up 1% of Columbus Macro's portfolio in Q3 2026, its #27 holding.
  • Columbus Macro first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2019 and has held it in 24 quarters since.
  • Columbus Macro's iShares 0-5 Year TIPS Bond ETF position peaked at $11.7M in Q1 2025.
  • 162 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.