Cyndeo Wealth Partners
STIP icon

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

Cyndeo 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 		– Sell
-2,906
Closed -$297K – 588
2026
Q2 		$297K Hold
2,906
– – 0.01% 436
2026
Q1 		$301K Sell
2,906
-1,960
-40% -$202K 0.02% 407
2025
Q4 		$498K Buy
4,866
+302
+7% +$31.1K 0.03% 318
2025
Q3 		$472K Buy
4,564
+2
+0% +$206 0.03% 316
2025
Q2 		$469K Sell
4,562
-432
-9% -$44.3K 0.03% 317
2025
Q1 		$517K Sell
4,994
-740
-13% -$75.4K 0.03% 291
2024
Q4 		$577K Sell
5,734
-647
-10% -$65.2K 0.04% 274
2024
Q3 		$647K Sell
6,381
-155,240
-96% -$15.5M 0.05% 262
2024
Q2 		$16.1M Buy
161,621
+6,035
+4% +$599K 1.26% 13
2024
Q1 		$15.5M Buy
155,586
+729
+0.5% +$72K 1.29% 14
2023
Q4 		$15.3M Buy
154,857
+486
+0.3% +$47.4K 1.41% 14
2023
Q3 		$15M Buy
154,371
+3,098
+2% +$301K 1.56% 9
2023
Q2 		$14.8M Buy
151,273
+1,349
+0.9% +$133K 1.54% 11
2023
Q1 		$14.9M Buy
149,924
+73,546
+96% +$7.19M 1.6% 9
2022
Q4 		$7.41M Buy
+76,378
New +$7.42M 0.87% 25

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KIC
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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
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

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

Cyndeo Wealth Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 2,906 shares — an estimated $297K sold.

Cyndeo Wealth Partners first reported a position in STIP in Q4 2022 and held it in 15 quarters. The position peaked at $16.1M in Q2 2024. 193 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Cyndeo Wealth Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,906 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $297K.
  • Cyndeo Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 15 quarters.
  • Cyndeo Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $16.1M in Q2 2024.
  • 193 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.