Corepath Wealth Partners
STIP icon

Corepath Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Corepath Wealth Partners’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 		$573K Hold
5,720
– – 0.4% 21
2026
Q2 		$580K Hold
5,720
– – 0.36% 21
2026
Q1 		$591K Sell
5,720
-1
-0% -$103 0.4% 20
2025
Q4 		$587K Sell
5,721
-492
-8% -$50.6K 0.39% 20
2025
Q3 		$641K Sell
6,213
-2,431
-28% -$251K 0.47% 19
2025
Q2 		$885K Sell
8,644
-1,441
-14% -$148K 0.75% 15
2025
Q1 		$1.04M Sell
10,085
-1,733
-15% -$177K 0.99% 14
2024
Q4 		$1.19M Sell
11,818
-915
-7% -$92.2K 1.16% 14
2024
Q3 		$1.29M Sell
12,733
-884
-6% -$88.5K 1.25% 14
2024
Q2 		$1.35M Sell
13,617
-518
-4% -$51.4K 1.43% 14
2024
Q1 		$1.4M Sell
14,135
-5,919
-30% -$585K 1.55% 14
2023
Q4 		$1.97M Sell
20,054
-2,724
-12% -$265K 1.1% 15
2023
Q3 		$2.21M Sell
22,778
-2,189
-9% -$213K 1.33% 14
2023
Q2 		$2.43M Sell
24,967
-81,371
-77% -$8M 1.43% 14
2023
Q1 		$10.5M Sell
106,338
-1,021
-1% -$100K 6.62% 5
2022
Q4 		$10.4M Buy
107,359
+4,767
+5% +$463K 6.96% 4
2022
Q3 		$9.9M Buy
102,592
+3,872
+4% +$388K 7.39% 4
2022
Q2 		$9.9M Buy
+98,720
New +$10.2M 7.36% 4

Other funds holding STIP

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

Corepath Wealth Partners's STIP Position: Q3 2026 in Review

Corepath Wealth Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 5,720 shares worth $573K. The position accounts for 0.4% of the portfolio, ranked #21.

Corepath Wealth Partners first reported a position in STIP in Q2 2022 and has held it in 18 quarters since. The position peaked at $10.5M in Q1 2023. 218 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Corepath Wealth Partners held 5,720 shares of iShares 0-5 Year TIPS Bond ETF worth $573K as of Q3 2026.
  • Corepath Wealth Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.4% of Corepath Wealth Partners's portfolio in Q3 2026, its #21 holding.
  • Corepath Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Corepath Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $10.5M in Q1 2023.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.