Darwin Wealth Management
STIP icon

Darwin Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Darwin Wealth 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 		$211 Hold
2
– – ﹤0.01% 1098
2026
Q2 		$213 Hold
2
– – ﹤0.01% 631
2026
Q1 		$212 Hold
2
– – ﹤0.01% 572
2025
Q4 		$209 Hold
2
– – ﹤0.01% 621
2025
Q3 		$211 Hold
2
– – ﹤0.01% 576
2025
Q2 		$211 Sell
2
-33
-94% -$3.38K ﹤0.01% 576
2025
Q1 		$3.52K Hold
35
– – ﹤0.01% 468
2024
Q4 		$3.52K Hold
35
– – ﹤0.01% 468
2024
Q3 		$3.55K Buy
+35
New +$3.51K ﹤0.01% 484
2020
Q2 		– Sell
-2,216
Closed -$220K – 686
2020
Q1 		$220K Sell
2,216
-114
-5% -$11.5K 0.07% 125
2019
Q4 		$235K Sell
2,330
-323
-12% -$32.4K 0.06% 140
2019
Q3 		$266K Sell
2,653
-53
-2% -$5.31K 0.08% 130
2019
Q2 		$272K Sell
2,706
-637
-19% -$63.7K 0.08% 129
2019
Q1 		$333K Buy
3,343
+35
+1% +$3.46K 0.11% 115
2018
Q4 		$322K Buy
3,308
+89
+3% +$8.74K 0.22% 71
2018
Q3 		$308K Buy
3,219
+931
+41% +$92.2K 0.17% 97
2018
Q2 		$215K Buy
+2,288
New +$228K 0.14% 120
2018
Q1 		– Sell
-7,019
Closed -$701K – 151
2017
Q4 		$701K Buy
+7,019
New +$704K 0.3% 77
2017
Q3 		– Sell
-6,939
Closed -$697K – 122
2017
Q2 		$697K Sell
6,939
-754
-10% -$76.1K 0.39% 78
2017
Q1 		$780K Buy
7,693
+2,908
+61% +$294K 0.45% 66
2016
Q4 		$482K Buy
+4,785
New +$482K 0.32% 67

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Wealthcare Advisory Partners
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Farther Finance Advisors
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Wealthcare Capital Management
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MASECO Private Wealth
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Abacus Planning Group
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M. Kulyk & Associates
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Darwin Wealth Management's STIP Position: Q3 2026 in Review

Darwin Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 2 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Darwin Wealth Management first reported a position in STIP in Q4 2016 and has held it in 21 quarters since. The position peaked at $780K in Q1 2017. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Darwin Wealth Management held 2 shares of iShares 0-5 Year TIPS Bond ETF worth $211 as of Q3 2026.
  • Darwin Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1098 holding.
  • Darwin Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and has held it in 21 quarters since.
  • Darwin Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $780K in Q1 2017.
  • 587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.