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

Essential 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	$344K	Buy	3,452 +1	+0%	+$101	0.16%	131
2026 Q2	$353K	Sell	3,451 -360	-9%	-$37.1K	0.16%	126
2026 Q1	$394K	Buy	3,811 +237	+7%	+$24.4K	0.13%	175
2025 Q4	$366K	Hold	3,574	–	–	0.11%	229
2025 Q3	$369K	Sell	3,574 -209	-6%	-$21.6K	0.12%	215
2025 Q2	$389K	Buy	+3,783	New	+$388K	0.16%	190

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

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

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

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

Essential Partners's STIP Position: Q3 2026 in Review

Essential Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.03% in Q3 2026, buying an estimated $101 and bringing the position to 3,452 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #131.

Essential Partners first reported a position in STIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $394K in Q1 2026. 141 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Essential Partners held 3,452 shares of iShares 0-5 Year TIPS Bond ETF worth $344K as of Q3 2026.
Essential Partners bought 1 iShares 0-5 Year TIPS Bond ETF share in Q3 2026, an estimated $101.
iShares 0-5 Year TIPS Bond ETF made up 0.16% of Essential Partners's portfolio in Q3 2026, its #131 holding.
Essential Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $394K in Q1 2026.
141 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.