Mendota Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mendota Financial Group’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	$2.44M	Buy	24,492 +3,301	+16%	+$333K	1.51%	17
2026 Q2	$2.16M	Buy	21,191 +2,802	+15%	+$289K	1.34%	17
2026 Q1	$1.9M	Buy	18,389 +486	+3%	+$50K	1.41%	18
2025 Q4	$1.83M	Buy	17,903 +3,764	+27%	+$387K	1.33%	17
2025 Q3	$1.46M	Buy	14,139 +2,088	+17%	+$215K	1.09%	18
2025 Q2	$1.24M	Buy	12,051 +4,359	+57%	+$447K	1.17%	17
2025 Q1	$796K	Buy	+7,692	New	+$784K	0.86%	16

Other funds holding STIP

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

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

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mendota Financial Group's STIP Position: Q3 2026 in Review

Mendota Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q3 2026, buying an estimated $333K and bringing the position to 24,492 shares worth $2.44M. The position accounts for 1.51% of the portfolio, ranked #17.

Mendota Financial Group first reported a position in STIP in Q1 2025 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Mendota Financial Group held 24,492 shares of iShares 0-5 Year TIPS Bond ETF worth $2.44M as of Q3 2026.
Mendota Financial Group bought 3,301 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $333K.
iShares 0-5 Year TIPS Bond ETF made up 1.51% of Mendota Financial Group's portfolio in Q3 2026, its #17 holding.
Mendota Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Mendota Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.