Holos Integrated Wealth
STIP icon

Holos Integrated Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Holos Integrated Wealth’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 		$442K Sell
4,400
-2,018
-31% -$203K 0.2% 54
2026
Q2 		$650K Hold
6,418
– – 0.3% 45
2026
Q1 		$664K Buy
+6,418
New +$661K 0.34% 46

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DI
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Capital Advantage
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Holos Integrated Wealth's STIP Position: Q3 2026 in Review

Holos Integrated Wealth reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 31% in Q3 2026, selling an estimated $203K and leaving 4,400 shares worth $442K. The position accounts for 0.2% of the portfolio, ranked #54.

Holos Integrated Wealth first reported a position in STIP in Q1 2026 and has held it in 3 quarters since. The position peaked at $664K in Q1 2026. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Holos Integrated Wealth held 4,400 shares of iShares 0-5 Year TIPS Bond ETF worth $442K as of Q3 2026.
  • Holos Integrated Wealth sold 2,018 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $203K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.2% of Holos Integrated Wealth's portfolio in Q3 2026, its #54 holding.
  • Holos Integrated Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $664K in Q1 2026.
  • 269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.