Eagle Bay Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Eagle Bay Advisors’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	$756K	Buy	7,587 +131	+2%	+$13.2K	0.55%	42
2026 Q2	$762K	Buy	7,456 +121	+2%	+$12.5K	0.57%	40
2026 Q1	$759K	Buy	7,335 +1,162	+19%	+$120K	0.67%	33
2025 Q4	$632K	Buy	+6,173	New	+$635K	0.46%	42
2025 Q2	–	Sell	-2,200	Closed	-$228K	–	118
2025 Q1	$228K	Sell	2,200 -400	-15%	-$40.8K	0.19%	98
2024 Q4	$262K	Sell	2,600 -1,400	-35%	-$141K	0.16%	94
2024 Q3	$405K	Hold	4,000	–	–	0.16%	104
2024 Q2	$398K	Hold	4,000	–	–	0.24%	67
2024 Q1	$398K	Hold	4,000	–	–	0.25%	70
2023 Q4	$394K	Hold	4,000	–	–	0.25%	72
2023 Q3	$388K	Hold	4,000	–	–	0.18%	81
2023 Q2	$390K	Sell	4,000 -3,607	-47%	-$355K	0.22%	70
2023 Q1	$755K	Buy	7,607 +3,807	+100%	+$372K	0.41%	42
2022 Q4	$368K	Buy	+3,800	New	+$369K	0.21%	80

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

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

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

Eagle Bay Advisors's STIP Position: Q3 2026 in Review

Eagle Bay Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.8% in Q3 2026, buying an estimated $13.2K and bringing the position to 7,587 shares worth $756K. The position accounts for 0.55% of the portfolio, ranked #42.

Eagle Bay Advisors first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $762K in Q2 2026. 193 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Eagle Bay Advisors held 7,587 shares of iShares 0-5 Year TIPS Bond ETF worth $756K as of Q3 2026.
Eagle Bay Advisors bought 131 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $13.2K.
iShares 0-5 Year TIPS Bond ETF made up 0.55% of Eagle Bay Advisors's portfolio in Q3 2026, its #42 holding.
Eagle Bay Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Eagle Bay Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $762K in Q2 2026.
193 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Eagle Bay Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.