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

Frank Rimerman 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	$257K	Hold	2,580	–	–	0.01%	546
2026 Q2	$264K	Hold	2,580	–	–	0.01%	540
2026 Q1	$267K	Hold	2,580	–	–	0.02%	521
2025 Q4	$264K	Hold	2,580	–	–	0.02%	539
2025 Q3	$267K	Hold	2,580	–	–	0.02%	509
2025 Q2	$266K	Hold	2,580	–	–	0.02%	485
2025 Q1	$267K	Hold	2,580	–	–	0.02%	440
2024 Q4	$260K	Hold	2,580	–	–	0.02%	451
2024 Q3	$261K	Hold	2,580	–	–	0.02%	454
2024 Q2	$257K	Hold	2,580	–	–	0.02%	477
2024 Q1	$257K	Hold	2,580	–	–	0.05%	98
2023 Q4	$254K	Hold	2,580	–	–	0.05%	94
2023 Q3	$250K	Hold	2,580	–	–	0.06%	84
2023 Q2	$252K	Buy	+2,580	New	+$254K	0.06%	93

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Frank Rimerman Advisors's STIP Position: Q3 2026 in Review

Frank Rimerman Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 2,580 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #546.

Frank Rimerman Advisors first reported a position in STIP in Q2 2023 and has held it in 14 quarters since. The position peaked at $267K in Q1 2025. 215 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Frank Rimerman Advisors held 2,580 shares of iShares 0-5 Year TIPS Bond ETF worth $257K as of Q3 2026.
Frank Rimerman Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Frank Rimerman Advisors's portfolio in Q3 2026, its #546 holding.
Frank Rimerman Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 14 quarters since.
Frank Rimerman Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $267K in Q1 2025.
215 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.