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

Lodestone 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	$458K	Hold	4,592	–	–	0.15%	125
2026 Q2	$469K	Sell	4,592 -386	-8%	-$39.8K	0.17%	120
2026 Q1	$515K	Hold	4,978	–	–	0.2%	105
2025 Q4	$510K	Hold	4,978	–	–	0.21%	103
2025 Q3	$515K	Sell	4,978 -73	-1%	-$7.53K	0.23%	100
2025 Q2	$520K	Sell	5,051 -58	-1%	-$5.95K	0.25%	95
2025 Q1	$529K	Sell	5,109 -24	-0.5%	-$2.44K	0.28%	83
2024 Q4	$516K	Sell	5,133 -91	-2%	-$9.17K	0.26%	90
2024 Q3	$529K	Sell	5,224 -63	-1%	-$6.31K	0.26%	84
2024 Q2	$526K	Sell	5,287 -42	-0.8%	-$4.17K	0.28%	88
2024 Q1	$530K	Sell	5,329 -152	-3%	-$15K	0.28%	83
2023 Q4	$540K	Sell	5,481 -790	-13%	-$77K	0.31%	74
2023 Q3	$608K	Sell	6,271 -68	-1%	-$6.61K	0.43%	61
2023 Q2	$619K	Buy	6,339 +79	+1%	+$7.77K	0.42%	64
2023 Q1	$621K	Buy	6,260 +162	+3%	+$15.8K	0.48%	60
2022 Q4	$591K	Buy	+6,098	New	+$592K	0.48%	59

Other funds holding STIP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

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

Lodestone Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 4,592 shares worth $458K. The position accounts for 0.15% of the portfolio, ranked #125.

Lodestone Wealth Management first reported a position in STIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $621K in Q1 2023. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Lodestone Wealth Management held 4,592 shares of iShares 0-5 Year TIPS Bond ETF worth $458K as of Q3 2026.
Lodestone Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.15% of Lodestone Wealth Management's portfolio in Q3 2026, its #125 holding.
Lodestone 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.
Lodestone Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $621K in Q1 2023.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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