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Gilpin Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Gilpin Wealth Management’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 		$499 Hold
5
– – ﹤0.01% 839
2026
Q2 		$511 Buy
+5
New +$516 ﹤0.01% 671

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FFA
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RT
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KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Gilpin Wealth Management's STIP Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 5 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Gilpin Wealth Management first reported a position in STIP in Q2 2026 and has held it in 2 quarters since. The position peaked at $511 in Q2 2026. 46 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of iShares 0-5 Year TIPS Bond ETF worth $499 as of Q3 2026.
  • Gilpin Wealth Management 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 Gilpin Wealth Management's portfolio in Q3 2026, its #839 holding.
  • Gilpin Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $511 in Q2 2026.
  • 46 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.