Deane Retirement Strategies
STIP icon

Deane Retirement Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Deane Retirement Strategies’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 		$1.99K Sell
20
-190,860
-100% -$19.2M ﹤0.01% 53
2026
Q2 		$19.5M Sell
190,880
-7,196
-4% -$742K 8.26% 2
2026
Q1 		$20.5M Buy
198,076
+197,980
+206,229% +$20.4M 8.24% 2
2025
Q4 		$107K Sell
96
-167,900
-100% -$17.3M 0.04% 42
2025
Q3 		$17.4M Buy
167,996
+47,498
+39% +$4.9M 7.47% 2
2025
Q2 		$12.4M Buy
+120,498
New +$12.4M 5.56% 3
2024
Q4 		– Sell
-608
Closed -$61.6K – 81
2024
Q3 		$61.6K Buy
608
+67
+12% +$6.71K 0.03% 53
2024
Q2 		$53.8K Buy
+541
New +$53.7K 0.03% 57
2023
Q1 		– Sell
-2,688
Closed -$261K – 78
2022
Q4 		$261K Sell
2,688
-265,848
-99% -$25.8M 0.15% 46
2022
Q3 		$25.8M Buy
268,536
+8,814
+3% +$883K 15.84% 2
2022
Q2 		$26.4M Sell
259,722
-5,260
-2% -$543K 16.43% 2
2022
Q1 		$27.5M Buy
264,982
+131,444
+98% +$13.8M 15.21% 1
2021
Q4 		$14.1M Buy
133,538
+1,716
+1% +$182K 7.46% 2
2021
Q3 		$13.9M Buy
131,822
+71,733
+119% +$7.61M 7.79% 2
2021
Q2 		$6.39M Buy
60,089
+820
+1% +$87.1K 3.51% 7
2021
Q1 		$6.26M Buy
59,269
+1,932
+3% +$203K 3.37% 7
2020
Q4 		$5.99M Sell
57,337
-331
-0.6% -$34.3K 3.65% 7
2020
Q3 		$6M Buy
+57,668
New +$5.97M 4.07% 9
2020
Q1 		– Sell
-10
Closed -$1K – 73
2019
Q4 		$1K Hold
10
– – ﹤0.01% 62
2019
Q3 		$1K Hold
10
– – ﹤0.01% 46
2019
Q2 		$1K Hold
10
– – ﹤0.01% 49
2019
Q1 		$1K Hold
10
– – ﹤0.01% 51
2018
Q4 		$1K Sell
10
-70,744
-100% -$6.94M ﹤0.01% 52
2018
Q3 		$0 Sell
70,754
-79
-0.1% -$7.82K ﹤0.01% 61
2018
Q2 		$7.06M Buy
70,833
+1,285
+2% +$128K 6.71% 4
2018
Q1 		$6.96M Buy
+69,548
New +$6.94M 7.13% 4

Other funds holding STIP

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
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
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Austin Asset Management
Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Deane Retirement Strategies's STIP Position: Q3 2026 in Review

Deane Retirement Strategies reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 100% in Q3 2026, selling an estimated $19.2M and leaving 20 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #53.

Deane Retirement Strategies first reported a position in STIP in Q1 2018 and has held it in 26 quarters since. The position peaked at $27.5M in Q1 2022. 348 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Deane Retirement Strategies held 20 shares of iShares 0-5 Year TIPS Bond ETF worth $1.99K as of Q3 2026.
  • Deane Retirement Strategies sold 190,860 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $19.2M.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Deane Retirement Strategies's portfolio in Q3 2026, its #53 holding.
  • Deane Retirement Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • Deane Retirement Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $27.5M in Q1 2022.
  • 348 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Deane Retirement Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.