Elevation Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Elevation Wealth Partners’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	$156K	Buy	1,570 +132	+9%	+$13.3K	0.04%	166
2026 Q2	$147K	Sell	1,438 -377	-21%	-$38.9K	0.04%	163
2026 Q1	$188K	Hold	1,815	–	–	0.07%	121
2025 Q4	$186K	Sell	1,815 -455	-20%	-$46.8K	0.07%	120
2025 Q3	$235K	Hold	2,270	–	–	0.08%	107
2025 Q2	$234K	Hold	2,270	–	–	0.09%	104
2025 Q1	$235K	Hold	2,270	–	–	0.1%	102
2024 Q4	$228K	Buy	+2,270	New	+$229K	0.1%	106

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

MASECO Private Wealth London $3.65B AUM 9.71% 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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Elevation Wealth Partners's STIP Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.2% in Q3 2026, buying an estimated $13.3K and bringing the position to 1,570 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #166.

Elevation Wealth Partners first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $235K in Q1 2025. 341 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Elevation Wealth Partners held 1,570 shares of iShares 0-5 Year TIPS Bond ETF worth $156K as of Q3 2026.
Elevation Wealth Partners bought 132 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $13.3K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #166 holding.
Elevation Wealth Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $235K in Q1 2025.
341 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.