Discipline Wealth Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Discipline Wealth Solutions’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	$14.4M	Buy	144,740 +13,097	+10%	+$1.32M	1.25%	23
2026 Q2	$13.4M	Buy	131,643 +11,505	+10%	+$1.19M	1.17%	23
2026 Q1	$12.4M	Buy	120,138 +24,355	+25%	+$2.51M	1.31%	21
2025 Q4	$9.8M	Buy	95,783 +6,741	+8%	+$694K	1.82%	17
2025 Q3	$9.2M	Buy	+89,042	New	+$9.18M	2.43%	10

Other funds holding STIP

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

KIC

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

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

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Discipline Wealth Solutions's STIP Position: Q3 2026 in Review

Discipline Wealth Solutions increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.9% in Q3 2026, buying an estimated $1.32M and bringing the position to 144,740 shares worth $14.4M. The position accounts for 1.25% of the portfolio, ranked #23.

Discipline Wealth Solutions first reported a position in STIP in Q3 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Discipline Wealth Solutions held 144,740 shares of iShares 0-5 Year TIPS Bond ETF worth $14.4M as of Q3 2026.
Discipline Wealth Solutions bought 13,097 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.32M.
iShares 0-5 Year TIPS Bond ETF made up 1.25% of Discipline Wealth Solutions's portfolio in Q3 2026, its #23 holding.
Discipline Wealth Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.