Ethos Capital Management
STIP icon

Ethos Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ethos Capital Management’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 		$2.73M Sell
27,397
-7,592
-22% -$765K 1.82% 16
2026
Q2 		$3.57M Sell
34,989
-95,725
-73% -$9.9M 2.54% 7
2026
Q1 		$13.5M Buy
130,714
+22,035
+20% +$2.27M 11.6% 1
2025
Q4 		$11.1M Buy
+108,679
New +$11.2M 10.48% 1

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Farther Finance Advisors
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Wealthcare Capital Management
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MASECO Private Wealth
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3EDGE Asset Management
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Kestra Investment Management
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Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Ethos Capital Management's STIP Position: Q3 2026 in Review

Ethos Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 22% in Q3 2026, selling an estimated $765K and leaving 27,397 shares worth $2.73M. The position accounts for 1.82% of the portfolio, ranked #16.

Ethos Capital Management first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.5M in Q1 2026. 465 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Ethos Capital Management held 27,397 shares of iShares 0-5 Year TIPS Bond ETF worth $2.73M as of Q3 2026.
  • Ethos Capital Management sold 7,592 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $765K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.82% of Ethos Capital Management's portfolio in Q3 2026, its #16 holding.
  • Ethos Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Ethos Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $13.5M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.