Fedenia Advisers’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fedenia Advisers’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	$2.53M	Buy	25,334 +106	+0.4%	+$10.7K	0.59%	41
2026 Q2	$2.58M	Buy	25,228 +9,540	+61%	+$984K	0.61%	36
2026 Q1	$1.62M	Buy	15,688 +10,694	+214%	+$1.1M	1.2%	18
2025 Q4	$511K	Sell	4,994 -10,064	-67%	-$1.04M	0.2%	91
2025 Q3	$1.56M	Sell	15,058 -162	-1%	-$16.7K	0.62%	46
2025 Q2	$1.57M	Buy	15,220 +10,254	+206%	+$1.05M	0.74%	34
2025 Q1	$514K	Buy	4,966 +4,889	+6,349%	+$498K	0.33%	59
2024 Q4	$7.75K	Buy	+77	New	+$7.76K	﹤0.01%	364

Other funds holding STIP

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

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Fedenia Advisers's STIP Position: Q3 2026 in Review

Fedenia Advisers increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.42% in Q3 2026, buying an estimated $10.7K and bringing the position to 25,334 shares worth $2.53M. The position accounts for 0.59% of the portfolio, ranked #41.

Fedenia Advisers first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.58M in Q2 2026. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Fedenia Advisers held 25,334 shares of iShares 0-5 Year TIPS Bond ETF worth $2.53M as of Q3 2026.
Fedenia Advisers bought 106 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $10.7K.
iShares 0-5 Year TIPS Bond ETF made up 0.59% of Fedenia Advisers's portfolio in Q3 2026, its #41 holding.
Fedenia Advisers first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fedenia Advisers's iShares 0-5 Year TIPS Bond ETF position peaked at $2.58M in Q2 2026.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.