Lazari Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lazari Capital 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	$2.18M	Buy	21,879 +778	+4%	+$78.4K	0.64%	27
2026 Q2	$2.16M	Sell	21,101 -204	-1%	-$21K	0.66%	26
2026 Q1	$2.2M	Buy	21,305 +242	+1%	+$24.9K	0.77%	24
2025 Q4	$2.16M	Sell	21,063 -200	-0.9%	-$20.6K	0.72%	22
2025 Q3	$2.2M	Sell	21,263 -1,074	-5%	-$111K	0.74%	22
2025 Q2	$2.3M	Sell	22,337 -293	-1%	-$30.1K	0.87%	22
2025 Q1	$2.34M	Sell	22,630 -817	-3%	-$83.2K	0.96%	20
2024 Q4	$2.36M	Buy	23,447 +2,875	+14%	+$290K	0.94%	19
2024 Q3	$2.08M	Buy	20,572 +732	+4%	+$73.3K	0.89%	23
2024 Q2	$1.97M	Buy	+19,840	New	+$1.97M	0.89%	22

Other funds holding STIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Lazari Capital Management's STIP Position: Q3 2026 in Review

Lazari Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.7% in Q3 2026, buying an estimated $78.4K and bringing the position to 21,879 shares worth $2.18M. The position accounts for 0.64% of the portfolio, ranked #27.

Lazari Capital Management first reported a position in STIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.36M in Q4 2024. 672 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Lazari Capital Management held 21,879 shares of iShares 0-5 Year TIPS Bond ETF worth $2.18M as of Q3 2026.
Lazari Capital Management bought 778 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $78.4K.
iShares 0-5 Year TIPS Bond ETF made up 0.64% of Lazari Capital Management's portfolio in Q3 2026, its #27 holding.
Lazari Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 10 quarters since.
Lazari Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.36M in Q4 2024.
672 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Lazari Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.