Owen LaRue’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Owen LaRue’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	$1.57M	Buy	+15,733	New	+$1.59M	0.52%	50
2024 Q3	–	Sell	-2,885	Closed	-$287K	–	102
2024 Q2	$287K	Sell	2,885 -635	-18%	-$63K	0.18%	70
2024 Q1	$350K	Sell	3,520 -1,527	-30%	-$151K	0.22%	60
2023 Q4	$498K	Sell	5,047 -126	-2%	-$12.3K	0.47%	46
2023 Q3	$501K	Sell	5,173 -1,582	-23%	-$154K	0.55%	41
2023 Q2	$657K	Sell	6,755 -58,766	-90%	-$5.78M	0.69%	36
2023 Q1	$6.35M	Hold	65,521	–	–	6.86%	2
2022 Q4	$6.35M	Buy	+65,521	New	+$6.37M	6.86%	2

Other funds holding STIP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Owen LaRue's STIP Position: Q3 2026 in Review

Owen LaRue opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 15,733 shares worth $1.57M. The stake represents 0.52% of the portfolio and ranks #50 among its holdings. This is a return to the name: Owen LaRue previously reported a position in STIP as recently as Q2 2024.

Owen LaRue first reported a position in STIP in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.35M in Q1 2023. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Owen LaRue held 15,733 shares of iShares 0-5 Year TIPS Bond ETF worth $1.57M as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new Owen LaRue position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.52% of Owen LaRue's portfolio in Q3 2026, its #50 holding.
Owen LaRue first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 8 quarters since.
Owen LaRue's iShares 0-5 Year TIPS Bond ETF position peaked at $6.35M in Q1 2023.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Owen LaRue's 13F filing for Q3 2026, filed 13 Nov 2026.