LPWM LLC
STIP icon

LPWM LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LPWM LLC’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 		– Sell
-2,004
Closed -$205K – 105
2026
Q2 		$205K Buy
+2,004
New +$207K 0.05% 96
2022
Q4 		– Sell
-2,768
Closed -$266K – 62
2022
Q3 		$266K Buy
+2,768
New +$277K 0.16% 52

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LPWM LLC's STIP Position: Q3 2026 in Review

LPWM LLC sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 2,004 shares — an estimated $205K sold.

LPWM LLC first reported a position in STIP in Q3 2022 and held it in 2 quarters. The position peaked at $266K in Q3 2022. 509 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • LPWM LLC reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • LPWM LLC sold 2,004 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $205K.
  • LPWM LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 2 quarters.
  • LPWM LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $266K in Q3 2022.
  • 509 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.