Fiduciary Alliance’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fiduciary Alliance’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	$6.63M	Buy	66,510 +61,153	+1,142%	+$6.16M	0.5%	52
2026 Q2	$547K	Buy	5,357 +3,197	+148%	+$330K	0.04%	356
2026 Q1	$224K	Buy	+2,160	New	+$222K	0.01%	507
2023 Q3	–	Sell	-374	Closed	-$36.5K	–	845
2023 Q2	$36.5K	Buy	+374	New	+$36.8K	0.01%	350
2023 Q1	–	Sell	-339	Closed	-$32.9K	–	774
2022 Q4	$32.9K	Buy	+339	New	+$32.9K	0.01%	262

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

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

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

Fiduciary Alliance's STIP Position: Q3 2026 in Review

Fiduciary Alliance increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1,142% in Q3 2026, buying an estimated $6.16M and bringing the position to 66,510 shares worth $6.63M. The position accounts for 0.5% of the portfolio, ranked #52.

Fiduciary Alliance first reported a position in STIP in Q4 2022 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Fiduciary Alliance held 66,510 shares of iShares 0-5 Year TIPS Bond ETF worth $6.63M as of Q3 2026.
Fiduciary Alliance bought 61,153 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $6.16M.
iShares 0-5 Year TIPS Bond ETF made up 0.5% of Fiduciary Alliance's portfolio in Q3 2026, its #52 holding.
Fiduciary Alliance first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 5 quarters since.
177 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.