LifeGuide Financial Advisors
STIP icon

LifeGuide Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LifeGuide Financial Advisors’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 		$2.97M Buy
29,755
+4,265
+17% +$430K 0.83% 17
2026
Q2 		$2.6M Buy
25,490
+2,433
+11% +$251K 0.74% 16
2026
Q1 		$2.38M Sell
23,057
-460
-2% -$47.4K 0.76% 16
2025
Q4 		$2.41M Buy
23,517
+2,470
+12% +$254K 0.8% 17
2025
Q3 		$2.16M Sell
21,047
-5
-0% -$516 0.79% 16
2025
Q2 		$2.17M Sell
21,052
-1,429
-6% -$147K 0.8% 16
2025
Q1 		$2.33M Sell
22,481
-819
-4% -$83.4K 0.95% 13
2024
Q4 		$2.34M Buy
23,300
+2,755
+13% +$278K 1.01% 12
2024
Q3 		$2.08M Buy
20,545
+716
+4% +$71.7K 0.89% 12
2024
Q2 		$1.97M Buy
19,829
+423
+2% +$42K 0.96% 12
2024
Q1 		$1.93M Sell
19,406
-57
-0.3% -$5.63K 0.97% 12
2023
Q4 		$1.92M Sell
19,463
-621
-3% -$60.5K 1.01% 11
2023
Q3 		$1.95M Buy
20,084
+3,380
+20% +$328K 1.14% 11
2023
Q2 		$1.63M Buy
16,704
+3,659
+28% +$360K 1.1% 11
2023
Q1 		$1.29M Sell
13,045
-10,421
-44% -$1.02M 1.04% 10
2022
Q4 		$2.28M Buy
23,466
+9,550
+69% +$928K 1.97% 6
2022
Q3 		$1.34M Buy
13,916
+239
+2% +$23.9K 1.31% 7
2022
Q2 		$1.39M Sell
13,677
-3,116
-19% -$322K 1.27% 8
2022
Q1 		$1.76M Buy
16,793
+191
+1% +$20.1K 1.36% 9
2021
Q4 		$1.76M Buy
+16,602
New +$1.76M 1.31% 8

Other funds holding STIP

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Keating Investment Counselors
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
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 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

LifeGuide Financial Advisors's STIP Position: Q3 2026 in Review

LifeGuide Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 17% in Q3 2026, buying an estimated $430K and bringing the position to 29,755 shares worth $2.97M. The position accounts for 0.83% of the portfolio, ranked #17.

LifeGuide Financial Advisors first reported a position in STIP in Q4 2021 and has held it in 20 quarters since. 309 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • LifeGuide Financial Advisors held 29,755 shares of iShares 0-5 Year TIPS Bond ETF worth $2.97M as of Q3 2026.
  • LifeGuide Financial Advisors bought 4,265 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $430K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.83% of LifeGuide Financial Advisors's portfolio in Q3 2026, its #17 holding.
  • LifeGuide Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 309 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.