Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Galvin Gaustad & Stein’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 		$13.5M Sell
135,593
-1,442
-1% -$145K 1.02% 34
2026
Q2 		$14M Buy
137,035
+1,914
+1% +$197K 1.03% 34
2026
Q1 		$14M Sell
135,121
-2,364
-2% -$243K 1.12% 33
2025
Q4 		$14.1M Buy
137,485
+976
+0.7% +$100K 1.1% 38
2025
Q3 		$14.1M Buy
136,509
+3,652
+3% +$377K 1.15% 39
2025
Q2 		$13.7M Buy
132,857
+562
+0.4% +$57.7K 1.18% 36
2025
Q1 		$13.7M Buy
132,295
+513
+0.4% +$52.3K 1.22% 36
2024
Q4 		$13.3M Buy
131,782
+1,470
+1% +$148K 1.19% 38
2024
Q3 		$13.2M Buy
130,312
+3,794
+3% +$380K 1.18% 39
2024
Q2 		$12.6M Sell
126,518
-896
-0.7% -$88.9K 1.17% 37
2024
Q1 		$12.7M Sell
127,414
-3,313
-3% -$327K 1.17% 38
2023
Q4 		$12.9M Sell
130,727
-4,410
-3% -$430K 1.21% 35
2023
Q3 		$13.1M Sell
135,137
-14,069
-9% -$1.37M 1.33% 36
2023
Q2 		$14.6M Buy
149,206
+4,283
+3% +$421K 1.41% 33
2023
Q1 		$14.4M Sell
144,923
-6,133
-4% -$599K 1.42% 33
2022
Q4 		$14.6M Buy
151,056
+762
+0.5% +$74K 1.47% 32
2022
Q3 		$14.4M Sell
150,294
-5,593
-4% -$560K 1.53% 27
2022
Q2 		$15.8M Buy
155,887
+5,040
+3% +$520K 1.6% 27
2022
Q1 		$15.8M Buy
150,847
+90,889
+152% +$9.6M 1.43% 26
2021
Q4 		$6.35M Buy
59,958
+3,191
+6% +$338K 0.55% 63
2021
Q3 		$6M Buy
56,767
+5,134
+10% +$545K 0.58% 60
2021
Q2 		$5.49M Buy
51,633
+15,305
+42% +$1.63M 0.52% 63
2021
Q1 		$3.84M Buy
36,328
+5,030
+16% +$529K 0.39% 74
2020
Q4 		$3.27M Buy
+31,298
New +$3.25M 0.34% 75

Other funds holding STIP

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Keating Investment Counselors
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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
Walker Financial Services
Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Galvin Gaustad & Stein's STIP Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.1% in Q3 2026, selling an estimated $145K and leaving 135,593 shares worth $13.5M. The position accounts for 1.02% of the portfolio, ranked #34.

Galvin Gaustad & Stein first reported a position in STIP in Q4 2020 and has held it in 24 quarters since. The position peaked at $15.8M in Q1 2022. 301 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Galvin Gaustad & Stein held 135,593 shares of iShares 0-5 Year TIPS Bond ETF worth $13.5M as of Q3 2026.
  • Galvin Gaustad & Stein sold 1,442 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $145K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #34 holding.
  • Galvin Gaustad & Stein first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's iShares 0-5 Year TIPS Bond ETF position peaked at $15.8M in Q1 2022.
  • 301 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.