Gradient Capital Advisors
STIP icon

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

Gradient Capital 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 		$206K Buy
2,061
+3
+0.1% +$302 0.05% 176
2026
Q2 		$210K Buy
+2,058
New +$212K 0.05% 172
2023
Q2 		– Sell
-2,308
Closed -$229K – 141
2023
Q1 		$229K Sell
2,308
-376
-14% -$36.8K 0.1% 129
2022
Q4 		$260K Sell
2,684
-4,410
-62% -$428K 0.12% 117
2022
Q3 		$682K Sell
7,094
-572
-7% -$57.3K 0.33% 69
2022
Q2 		$778K Sell
7,666
-1,256
-14% -$130K 0.37% 60
2022
Q1 		$936K Buy
8,922
+1
+0% +$105 0.4% 55
2021
Q4 		$945K Buy
8,921
+1,423
+19% +$151K 0.39% 55
2021
Q3 		$792K Sell
7,498
-456
-6% -$48.4K 0.36% 59
2021
Q2 		$846K Buy
7,954
+53
+0.7% +$5.63K 0.4% 53
2021
Q1 		$835K Sell
7,901
-421
-5% -$44.3K 0.44% 48
2020
Q4 		$869K Buy
8,322
+484
+6% +$50.2K 0.5% 44
2020
Q3 		$816K Buy
7,838
+384
+5% +$39.7K 0.51% 45
2020
Q2 		$763K Buy
7,454
+169
+2% +$17.1K 0.52% 45
2020
Q1 		$728K Sell
7,285
-1,060
-13% -$107K 0.59% 43
2019
Q4 		$840K Buy
8,345
+191
+2% +$19.2K 0.58% 40
2019
Q3 		$817K Buy
8,154
+512
+7% +$51.3K 0.61% 43
2019
Q2 		$769K Buy
7,642
+2,167
+40% +$217K 0.59% 40
2019
Q1 		$546K Buy
5,475
+1,329
+32% +$131K 0.44% 51
2018
Q4 		$406K Sell
4,146
-1,607
-28% -$158K 0.35% 55
2018
Q3 		$568K Buy
5,753
+3,237
+129% +$320K 0.48% 48
2018
Q2 		$251K Buy
+2,516
New +$251K 0.23% 75

Other funds holding STIP

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
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
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Austin Asset Management
Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Gradient Capital Advisors's STIP Position: Q3 2026 in Review

Gradient Capital Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.15% in Q3 2026, buying an estimated $302 and bringing the position to 2,061 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #176.

Gradient Capital Advisors first reported a position in STIP in Q2 2018 and has held it in 22 quarters since. The position peaked at $945K in Q4 2021. 363 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Gradient Capital Advisors held 2,061 shares of iShares 0-5 Year TIPS Bond ETF worth $206K as of Q3 2026.
  • Gradient Capital Advisors bought 3 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $302.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q3 2026, its #176 holding.
  • Gradient Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 22 quarters since.
  • Gradient Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $945K in Q4 2021.
  • 363 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.