Inlight Wealth Management
STIP icon

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

Inlight 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 		$404K Buy
4,053
+631
+18% +$63.6K 0.12% 44
2026
Q2 		$350K Buy
3,422
+253
+8% +$26.1K 0.11% 36
2026
Q1 		$328K Buy
3,169
+401
+14% +$41.3K 0.12% 36
2025
Q4 		$283K Buy
2,768
+851
+44% +$87.6K 0.1% 48
2025
Q3 		$198K Buy
1,917
+443
+30% +$45.7K 0.09% 51
2025
Q2 		$152K Buy
1,474
+515
+54% +$52.8K 0.08% 56
2025
Q1 		$99.2K Buy
+959
New +$97.7K 0.06% 71

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
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Inlight Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 18% in Q3 2026, buying an estimated $63.6K and bringing the position to 4,053 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #44.

Inlight Wealth Management first reported a position in STIP in Q1 2025 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Inlight Wealth Management held 4,053 shares of iShares 0-5 Year TIPS Bond ETF worth $404K as of Q3 2026.
  • Inlight Wealth Management bought 631 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $63.6K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.12% of Inlight Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Inlight Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.