Mayflower Financial Advisors
STIP icon

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

Mayflower 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 		$391K Sell
3,922
-675
-15% -$68K 0.03% 324
2026
Q2 		$470K Buy
4,597
+3
+0.1% +$309 0.04% 296
2026
Q1 		$475K Buy
4,594
+54
+1% +$5.56K 0.06% 268
2025
Q4 		$465K Sell
4,540
-1,701
-27% -$175K 0.06% 259
2025
Q3 		$645K Buy
6,241
+447
+8% +$46.1K 0.08% 211
2025
Q2 		$596K Buy
5,794
+1,820
+46% +$187K 0.08% 214
2025
Q1 		$411K Buy
3,974
+1,019
+34% +$104K 0.06% 258
2024
Q4 		$297K Sell
2,955
-93
-3% -$9.37K 0.04% 298
2024
Q3 		$309K Sell
3,048
-23
-0.7% -$2.3K 0.05% 290
2024
Q2 		$306K Buy
3,071
+11
+0.4% +$1.09K 0.05% 281
2024
Q1 		$304K Sell
3,060
-77
-2% -$7.61K 0.05% 282
2023
Q4 		$309K Sell
3,137
-2,126
-40% -$207K 0.04% 257
2023
Q3 		$510K Buy
5,263
+2,319
+79% +$225K 0.08% 187
2023
Q2 		$287K Hold
2,944
– – 0.04% 276
2023
Q1 		$292K Sell
2,944
-170
-5% -$16.6K 0.04% 270
2022
Q4 		$302K Sell
3,114
-879
-22% -$85.4K 0.04% 261
2022
Q3 		$384K Buy
3,993
+939
+31% +$94K 0.06% 221
2022
Q2 		$310K Hold
3,054
– – 0.05% 246
2022
Q1 		$320K Hold
3,054
– – 0.04% 255
2021
Q4 		$323K Hold
3,054
– – 0.04% 254
2021
Q3 		$323K Sell
3,054
-19
-0.6% -$2.02K 0.04% 247
2021
Q2 		$327K Hold
3,073
– – 0.05% 230
2021
Q1 		$325K Hold
3,073
– – 0.05% 220
2020
Q4 		$321K Buy
+3,073
New +$319K 0.06% 199

Other funds holding STIP

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Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
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
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
M. Kulyk & Associates
M. Kulyk & Associates Decatur, Georgia $599M AUM 17.11% 1-Year Est. Return

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

Mayflower Financial Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q3 2026, selling an estimated $68K and leaving 3,922 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #324.

Mayflower Financial Advisors first reported a position in STIP in Q4 2020 and has held it in 24 quarters since. The position peaked at $645K in Q3 2025. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Mayflower Financial Advisors held 3,922 shares of iShares 0-5 Year TIPS Bond ETF worth $391K as of Q3 2026.
  • Mayflower Financial Advisors sold 675 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $68K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q3 2026, its #324 holding.
  • Mayflower Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Mayflower Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $645K in Q3 2025.
  • 587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Mayflower Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.