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Fermata Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fermata Advisors’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 		$2.08M Sell
20,837
-989
-5% -$100K 0.4% 65
2026
Q2 		$2.23M Buy
21,826
+2,726
+14% +$281K 0.45% 62
2026
Q1 		$1.98M Buy
19,100
+2,329
+14% +$240K 0.44% 66
2025
Q4 		$1.72M Sell
16,771
-2,170
-11% -$223K 0.41% 70
2025
Q3 		$1.96M Buy
18,941
+802
+4% +$82.7K 0.5% 64
2025
Q2 		$1.87M Buy
18,139
+1,922
+12% +$197K 0.5% 63
2025
Q1 		$1.68M Buy
16,217
+1,485
+10% +$151K 0.3% 75
2024
Q4 		$1.48M Sell
14,732
-581
-4% -$58.6K 0.28% 73
2024
Q3 		$1.55M Sell
15,313
-864
-5% -$86.5K 0.32% 60
2024
Q2 		$1.61M Sell
16,177
-1,996
-11% -$198K 0.37% 58
2024
Q1 		$1.81M Sell
18,173
-820
-4% -$81K 0.41% 57
2023
Q4 		$1.87M Buy
18,993
+903
+5% +$88K 0.45% 54
2023
Q3 		$1.75M Buy
18,090
+3,989
+28% +$388K 0.49% 52
2023
Q2 		$1.38M Sell
14,101
-281
-2% -$27.6K 1.25% 28
2023
Q1 		$1.43M Sell
14,382
-5,765
-29% -$564K 0.86% 34
2022
Q4 		$1.95M Sell
20,147
-7,381
-27% -$717K 0.58% 51
2022
Q3 		$2.65M Sell
27,528
-175
-0.6% -$17.5K 0.86% 36
2022
Q2 		$2.81M Buy
27,703
+16,508
+147% +$1.7M 0.98% 31
2022
Q1 		$1.18M Sell
11,195
-1,257
-10% -$132K 0.44% 58
2021
Q4 		$1.32M Buy
12,452
+3,840
+45% +$407K 0.48% 52
2021
Q3 		$910K Buy
8,612
+1,071
+14% +$114K 0.4% 46
2021
Q2 		$802K Buy
+7,541
New +$801K 0.47% 50

Other funds holding STIP

Farther Finance Advisors
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
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 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
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Fermata Advisors's STIP Position: Q3 2026 in Review

Fermata Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.5% in Q3 2026, selling an estimated $100K and leaving 20,837 shares worth $2.08M. The position accounts for 0.4% of the portfolio, ranked #65.

Fermata Advisors first reported a position in STIP in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.81M in Q2 2022. 162 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Fermata Advisors held 20,837 shares of iShares 0-5 Year TIPS Bond ETF worth $2.08M as of Q3 2026.
  • Fermata Advisors sold 989 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $100K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.4% of Fermata Advisors's portfolio in Q3 2026, its #65 holding.
  • Fermata Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • Fermata Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.81M in Q2 2022.
  • 162 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.