Kure Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kure Advisory’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	$6.94M	Buy	69,559 +4,932	+8%	+$497K	3.2%	10
2026 Q2	$6.6M	Buy	64,627 +3,250	+5%	+$335K	3.13%	10
2026 Q1	$6.35M	Buy	61,377 +2,325	+4%	+$239K	3.46%	10
2025 Q4	$6.05M	Buy	59,052 +4,082	+7%	+$420K	3.38%	10
2025 Q3	$5.68M	Buy	54,970 +2,505	+5%	+$258K	3.51%	10
2025 Q2	$5.4M	Buy	52,465 +3,921	+8%	+$402K	3.58%	10
2025 Q1	$5.02M	Buy	+48,544	New	+$4.95M	3.79%	10
2024 Q3	$4.64M	Buy	45,841 +786	+2%	+$78.7K	4.16%	11
2024 Q2	$4.48M	Buy	45,055 +996	+2%	+$98.8K	3.68%	12
2024 Q1	$4.38M	Sell	44,059 -28,259	-39%	-$2.79M	3.74%	12
2023 Q4	$7.13M	Buy	72,318 +2,894	+4%	+$282K	3.7%	7
2023 Q3	$6.73M	Buy	+69,424	New	+$6.75M	3.81%	7

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

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

JWM

Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return

Kure Advisory's STIP Position: Q3 2026 in Review

Kure Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.6% in Q3 2026, buying an estimated $497K and bringing the position to 69,559 shares worth $6.94M. The position accounts for 3.2% of the portfolio, ranked #10.

Kure Advisory first reported a position in STIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.13M in Q4 2023. 167 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Kure Advisory held 69,559 shares of iShares 0-5 Year TIPS Bond ETF worth $6.94M as of Q3 2026.
Kure Advisory bought 4,932 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $497K.
iShares 0-5 Year TIPS Bond ETF made up 3.2% of Kure Advisory's portfolio in Q3 2026, its #10 holding.
Kure Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
Kure Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $7.13M in Q4 2023.
167 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Kure Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.