CoreCap Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

CoreCap Advisors’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	$124K	Sell	1,242 -16	-1%	-$1.61K	﹤0.01%	1028
2026 Q2	$128K	Buy	1,258 +191	+18%	+$19.7K	﹤0.01%	1014
2026 Q1	$110K	Buy	1,067 +6	+0.6%	+$618	﹤0.01%	992
2025 Q4	$109K	Sell	1,061 -400	-27%	-$41.2K	﹤0.01%	996
2025 Q3	$151K	Buy	1,461 +278	+23%	+$28.7K	0.01%	884
2025 Q2	$122K	Buy	1,183 +154	+15%	+$15.8K	﹤0.01%	918
2025 Q1	$106K	Sell	1,029 -100	-9%	-$10.2K	﹤0.01%	884
2024 Q4	$114K	Hold	1,129	–	–	0.01%	884
2024 Q3	$114K	Sell	1,129 -403	-26%	-$40.4K	0.01%	859
2024 Q2	$152K	Hold	1,532	–	–	0.02%	412
2024 Q1	$152K	Buy	+1,532	New	+$151K	0.01%	700
2022 Q4	$298K	Buy	3,076 +22	+0.7%	+$2.14K	0.02%	454
2022 Q3	$294K	Sell	3,054 -77,326	-96%	-$7.74M	0.02%	424
2022 Q2	$8.15M	Buy	80,380 +43,620	+119%	+$4.5M	0.64%	32
2022 Q1	$3.86M	Buy	36,760 +404	+1%	+$42.5K	0.27%	70
2021 Q4	$3.85M	Buy	+36,356	New	+$3.85M	0.26%	74

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

CoreCap Advisors's STIP Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q3 2026, selling an estimated $1.61K and leaving 1,242 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

CoreCap Advisors first reported a position in STIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.15M in Q2 2022. 241 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

CoreCap Advisors held 1,242 shares of iShares 0-5 Year TIPS Bond ETF worth $124K as of Q3 2026.
CoreCap Advisors sold 16 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.61K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1028 holding.
CoreCap Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 16 quarters since.
CoreCap Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $8.15M in Q2 2022.
241 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.