Horrell Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Horrell Capital 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	$14K	Hold	140	–	–	0.01%	137
2026 Q2	$14.3K	Hold	140	–	–	0.01%	138
2026 Q1	$14.5K	Hold	140	–	–	0.01%	138
2025 Q4	$14.3K	Hold	140	–	–	0.01%	137
2025 Q3	$14.5K	Hold	140	–	–	0.01%	138
2025 Q2	$14.4K	Hold	140	–	–	0.01%	135
2025 Q1	$14.5K	Hold	140	–	–	0.01%	134
2024 Q4	$14K	Hold	140	–	–	﹤0.01%	161
2024 Q3	$14K	Hold	140	–	–	﹤0.01%	160
2024 Q2	$14K	Hold	140	–	–	﹤0.01%	160
2024 Q1	$14K	Hold	140	–	–	﹤0.01%	168
2023 Q4	$14K	Buy	+140	New	+$13.6K	﹤0.01%	164

Other funds holding STIP

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIC

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horrell Capital Management's STIP Position: Q3 2026 in Review

Horrell Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 140 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #137.

Horrell Capital Management first reported a position in STIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.5K in Q1 2025. 193 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Horrell Capital Management held 140 shares of iShares 0-5 Year TIPS Bond ETF worth $14K as of Q3 2026.
Horrell Capital 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 Horrell Capital Management's portfolio in Q3 2026, its #137 holding.
Horrell Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 12 quarters since.
Horrell Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $14.5K in Q1 2025.
193 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Horrell Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.