Insight Wealth Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Insight Wealth Strategies’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	–	Sell	-184,565	Closed	-$18.7M	–	202
2026 Q2	$18.7M	Buy	184,565 +66,021	+56%	+$6.81M	1.82%	18
2026 Q1	$12.3M	Buy	+118,544	New	+$12.2M	1.37%	23
2021 Q1	–	Sell	-2,033	Closed	-$212K	–	234
2020 Q4	$212K	Sell	2,033 -3,217	-61%	-$334K	0.04%	212
2020 Q3	$546K	Buy	+5,250	New	+$543K	0.1%	93

Other funds holding STIP

FFA

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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

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

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

Insight Wealth Strategies's STIP Position: Q3 2026 in Review

Insight Wealth Strategies sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 184,565 shares — an estimated $18.7M sold.

Insight Wealth Strategies first reported a position in STIP in Q3 2020 and held it in 4 quarters. The position peaked at $18.7M in Q2 2026. 46 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Insight Wealth Strategies reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
Insight Wealth Strategies sold 184,565 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $18.7M.
Insight Wealth Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and held it in 4 quarters.
Insight Wealth Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $18.7M in Q2 2026.
46 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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