VALEN PRIVATE CAPITAL, LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$7.14M	Buy	+71,632	New	+$7.22M	2.21%	14

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's STIP Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 71,632 shares worth $7.14M. The stake represents 2.21% of the portfolio and ranks #14 among its holdings.

269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 71,632 shares of iShares 0-5 Year TIPS Bond ETF worth $7.14M as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 2.21% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #14 holding.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.