Equita Financial Network
STIP icon

Equita Financial Network’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Equita Financial Network’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 		$8.55M Buy
85,743
+4,872
+6% +$491K 2.42% 10
2026
Q2 		$8.26M Buy
80,871
+3,519
+5% +$363K 2.29% 12
2026
Q1 		$8M Sell
77,352
-179
-0.2% -$18.4K 2.52% 11
2025
Q4 		$7.94M Buy
77,531
+11,278
+17% +$1.16M 2.39% 11
2025
Q3 		$6.85M Buy
66,253
+6,606
+11% +$681K 2.31% 12
2025
Q2 		$6.14M Sell
59,647
-1,990
-3% -$204K 2.44% 11
2025
Q1 		$6.38M Buy
61,637
+4,563
+8% +$465K 2.23% 13
2024
Q4 		$5.74M Buy
57,074
+3,504
+7% +$353K 2.08% 16
2024
Q3 		$5.43M Buy
53,570
+5,216
+11% +$522K 1.98% 16
2024
Q2 		$4.81M Buy
48,354
+2,805
+6% +$278K 2.01% 18
2024
Q1 		$4.53M Buy
45,549
+7,307
+19% +$722K 2.03% 19
2023
Q4 		$3.77M Sell
38,242
-224
-0.6% -$21.8K 2.01% 21
2023
Q3 		$3.73M Buy
+38,466
New +$3.74M 2.29% 18

Other funds holding STIP

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Equita Financial Network's STIP Position: Q3 2026 in Review

Equita Financial Network increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6% in Q3 2026, buying an estimated $491K and bringing the position to 85,743 shares worth $8.55M. The position accounts for 2.42% of the portfolio, ranked #10.

Equita Financial Network first reported a position in STIP in Q3 2023 and has held it in 13 quarters since. 193 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Equita Financial Network held 85,743 shares of iShares 0-5 Year TIPS Bond ETF worth $8.55M as of Q3 2026.
  • Equita Financial Network bought 4,872 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $491K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.42% of Equita Financial Network's portfolio in Q3 2026, its #10 holding.
  • Equita Financial Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.