Compass Financial Management
STIP icon

Compass Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Compass Financial 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 		$177K Sell
1,774
-59,167
-97% -$5.96M 0.02% 478
2026
Q2 		$6.22M Buy
+60,941
New +$6.29M 0.75% 25

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Compass Financial Management's STIP Position: Q3 2026 in Review

Compass Financial Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 97% in Q3 2026, selling an estimated $5.96M and leaving 1,774 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #478.

Compass Financial Management first reported a position in STIP in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.22M in Q2 2026. 685 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Compass Financial Management held 1,774 shares of iShares 0-5 Year TIPS Bond ETF worth $177K as of Q3 2026.
  • Compass Financial Management sold 59,167 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $5.96M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #478 holding.
  • Compass Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $6.22M in Q2 2026.
  • 685 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.