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

Integris 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 		$8.29M Buy
83,119
+9,343
+13% +$941K 1.59% 16
2026
Q2 		$7.54M Buy
73,776
+979
+1% +$101K 1.52% 17
2026
Q1 		$7.53M Buy
72,797
+1,009
+1% +$104K 1.73% 16
2025
Q4 		$7.35M Buy
71,788
+5,226
+8% +$538K 1.67% 15
2025
Q3 		$6.88M Buy
66,562
+1,675
+3% +$173K 1.67% 16
2025
Q2 		$6.68M Buy
64,887
+1,834
+3% +$188K 1.74% 17
2025
Q1 		$6.52M Buy
63,053
+2,777
+5% +$283K 1.86% 16
2024
Q4 		$6.06M Buy
60,276
+2,061
+4% +$208K 1.71% 17
2024
Q3 		$5.9M Sell
58,215
-3,120
-5% -$313K 1.65% 17
2024
Q2 		$6.1M Buy
61,335
+2,926
+5% +$290K 1.76% 18
2024
Q1 		$5.81M Buy
58,409
+2,340
+4% +$231K 1.61% 18
2023
Q4 		$5.53M Buy
56,069
+314
+0.6% +$30.6K 1.64% 18
2023
Q3 		$5.4M Sell
55,755
-1,305
-2% -$127K 1.77% 17
2023
Q2 		$5.57M Sell
57,060
-1,175
-2% -$116K 1.97% 12
2023
Q1 		$5.78M Buy
58,235
+2,744
+5% +$268K 2.12% 12
2022
Q4 		$5.38M Buy
+55,491
New +$5.39M 2.1% 11

Other funds holding STIP

Farther Finance Advisors
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
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
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Integris Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 13% in Q3 2026, buying an estimated $941K and bringing the position to 83,119 shares worth $8.29M. The position accounts for 1.59% of the portfolio, ranked #16.

Integris Wealth Management first reported a position in STIP in Q4 2022 and has held it in 16 quarters since. 179 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Integris Wealth Management held 83,119 shares of iShares 0-5 Year TIPS Bond ETF worth $8.29M as of Q3 2026.
  • Integris Wealth Management bought 9,343 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $941K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.59% of Integris Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Integris Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.