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Milestone Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Milestone Asset 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 		– Sell
-43,300
Closed -$4.42M – 268
2026
Q2 		$4.42M Buy
+43,300
New +$4.47M 0.7% 43

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Concurrent Investment Advisors
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KWMG LLC
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Wealth Enhancement Advisory Services
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Milestone Asset Management's STIP Position: Q3 2026 in Review

Milestone Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 43,300 shares — an estimated $4.42M sold.

Milestone Asset Management first reported a position in STIP in Q2 2026 and held it in 1 quarter. The position peaked at $4.42M in Q2 2026. 141 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Milestone Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Milestone Asset Management sold 43,300 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $4.42M.
  • Milestone Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2026 and held it in 1 quarter.
  • Milestone Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $4.42M in Q2 2026.
  • 141 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.