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

LVW 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	$43M	Sell	430,859 -605	-0.1%	-$61K	3.62%	6
2026 Q2	$44.1M	Buy	431,464 +12,818	+3%	+$1.32M	3.81%	4
2026 Q1	$43.3M	Buy	418,646 +10,212	+3%	+$1.05M	4.13%	4
2025 Q4	$41.8M	Buy	408,434 +6,519	+2%	+$671K	4.24%	5
2025 Q3	$41.5M	Buy	401,915 +10,770	+3%	+$1.11M	4.24%	5
2025 Q2	$40.3M	Sell	391,145 -7,452	-2%	-$764K	4.39%	5
2025 Q1	$41.2M	Buy	398,597 +17,859	+5%	+$1.82M	4.93%	5
2024 Q4	$38.3M	Buy	380,738 +26,413	+7%	+$2.66M	4.61%	4
2024 Q3	$35.9M	Buy	354,325 +27,479	+8%	+$2.75M	4.57%	4
2024 Q2	$32.5M	Buy	326,846 +13,684	+4%	+$1.36M	4.75%	4
2024 Q1	$31.1M	Buy	313,162 +23,670	+8%	+$2.34M	5.27%	3
2023 Q4	$28.5M	Buy	+289,492	New	+$28.2M	5.35%	3

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

LVW Advisors's STIP Position: Q3 2026 in Review

LVW Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.14% in Q3 2026, selling an estimated $61K and leaving 430,859 shares worth $43M. The position accounts for 3.62% of the portfolio, ranked #6.

LVW Advisors first reported a position in STIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $44.1M in Q2 2026. 383 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

LVW Advisors held 430,859 shares of iShares 0-5 Year TIPS Bond ETF worth $43M as of Q3 2026.
LVW Advisors sold 605 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $61K.
iShares 0-5 Year TIPS Bond ETF made up 3.62% of LVW Advisors's portfolio in Q3 2026, its #6 holding.
LVW Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 12 quarters since.
LVW Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $44.1M in Q2 2026.
383 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.