FC Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

FC Advisory’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	$555K	Buy	5,562 +59	+1%	+$5.94K	0.15%	79
2026 Q2	$562K	Buy	5,503 +228	+4%	+$23.5K	0.15%	77
2026 Q1	$546K	Sell	5,275 -102	-2%	-$10.5K	0.16%	76
2025 Q4	$551K	Sell	5,377 -90	-2%	-$9.26K	0.16%	75
2025 Q3	$565K	Buy	5,467 +38	+0.7%	+$3.92K	0.17%	75
2025 Q2	$559K	Buy	5,429 +496	+10%	+$50.9K	0.17%	76
2025 Q1	$510K	Buy	4,933 +5	+0.1%	+$509	0.17%	78
2024 Q4	$496K	Buy	4,928 +147	+3%	+$14.8K	0.17%	74
2024 Q3	$484K	Buy	4,781 +319	+7%	+$32K	0.16%	77
2024 Q2	$444K	Buy	4,462 +90	+2%	+$8.93K	0.16%	74
2024 Q1	$435K	Hold	4,372	–	–	0.16%	73
2023 Q4	$431K	Buy	4,372 +1,170	+37%	+$114K	0.17%	74
2023 Q3	$310K	Buy	3,202 +235	+8%	+$22.8K	0.13%	82
2023 Q2	$290K	Buy	+2,967	New	+$292K	0.12%	84

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

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

FC Advisory's STIP Position: Q3 2026 in Review

FC Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.1% in Q3 2026, buying an estimated $5.94K and bringing the position to 5,562 shares worth $555K. The position accounts for 0.15% of the portfolio, ranked #79.

FC Advisory first reported a position in STIP in Q2 2023 and has held it in 14 quarters since. The position peaked at $565K in Q3 2025. 162 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

FC Advisory held 5,562 shares of iShares 0-5 Year TIPS Bond ETF worth $555K as of Q3 2026.
FC Advisory bought 59 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $5.94K.
iShares 0-5 Year TIPS Bond ETF made up 0.15% of FC Advisory's portfolio in Q3 2026, its #79 holding.
FC Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 14 quarters since.
FC Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $565K in Q3 2025.
162 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.