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Investment Partners Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Investment Partners Asset 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 		$3.21M Buy
32,240
+2,527
+9% +$255K 1.73% 11
2026
Q2 		$3.04M Buy
29,713
+2,189
+8% +$226K 1.69% 11
2026
Q1 		$2.85M Buy
27,524
+918
+3% +$94.5K 1.76% 10
2025
Q4 		$2.72M Buy
26,606
+6,996
+36% +$720K 1.7% 11
2025
Q3 		$2.03M Buy
19,610
+555
+3% +$57.2K 1.34% 19
2025
Q2 		$1.96M Buy
19,055
+536
+3% +$55K 1.36% 19
2025
Q1 		$1.92M Buy
18,519
+1,182
+7% +$120K 1.5% 16
2024
Q4 		$1.74M Buy
17,337
+581
+3% +$58.6K 1.37% 14
2024
Q3 		$1.7M Buy
16,756
+492
+3% +$49.3K 1.39% 14
2024
Q2 		$1.62M Buy
16,264
+68
+0.4% +$6.75K 1.44% 14
2024
Q1 		$1.61M Buy
16,196
+1,955
+14% +$193K 1.45% 15
2023
Q4 		$1.4M Buy
+14,241
New +$1.39M 1.4% 15

Other funds holding STIP

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
KL
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
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
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Investment Partners Asset Management's STIP Position: Q3 2026 in Review

Investment Partners Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.5% in Q3 2026, buying an estimated $255K and bringing the position to 32,240 shares worth $3.21M. The position accounts for 1.73% of the portfolio, ranked #11.

Investment Partners Asset Management first reported a position in STIP in Q4 2023 and has held it in 12 quarters since. 70 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Investment Partners Asset Management held 32,240 shares of iShares 0-5 Year TIPS Bond ETF worth $3.21M as of Q3 2026.
  • Investment Partners Asset Management bought 2,527 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $255K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.73% of Investment Partners Asset Management's portfolio in Q3 2026, its #11 holding.
  • Investment Partners Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.