Park Avenue Securities
STIP icon

Park Avenue Securities’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Park Avenue Securities’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 		$6.33M Buy
63,465
+3,120
+5% +$314K 0.04% 334
2026
Q2 		$6.16M Buy
+60,345
New +$6.22M 0.04% 338
2026
Q1 		– Sell
-17,680
Closed -$1.81M – 1694
2025
Q4 		$1.81M Sell
17,680
-137,521
-89% -$14.2M 0.02% 581
2025
Q3 		$16M Buy
155,201
+1,600
+1% +$165K 0.13% 129
2025
Q2 		$15.8M Buy
153,601
+136,970
+824% +$14.1M 0.15% 105
2025
Q1 		$1.72M Buy
16,631
+14,556
+701% +$1.48M 0.02% 438
2024
Q4 		$209K Sell
2,075
-1,168
-36% -$118K ﹤0.01% 1425
2024
Q3 		$329K Sell
3,243
-2,694
-45% -$270K ﹤0.01% 1151
2024
Q2 		$591K Buy
5,937
+400
+7% +$39.7K 0.01% 893
2024
Q1 		$551K Sell
5,537
-2,431
-31% -$240K 0.01% 917
2023
Q4 		$786K Sell
7,968
-1,945
-20% -$190K 0.01% 722
2023
Q3 		$961K Sell
9,913
-145
-1% -$14.1K 0.01% 572
2023
Q2 		$982K Sell
10,058
-2,133
-17% -$210K 0.02% 480
2023
Q1 		$1.21M Sell
12,191
-30,321
-71% -$2.96M 0.02% 409
2022
Q4 		$4.12M Sell
42,512
-2,166
-5% -$210K 0.07% 173
2022
Q3 		$4.29M Buy
44,678
+18,748
+72% +$1.88M 0.09% 142
2022
Q2 		$2.63M Buy
25,930
+5,263
+25% +$543K 0.05% 220
2022
Q1 		$2.17M Sell
20,667
-14,672
-42% -$1.54M 0.04% 263
2021
Q4 		$3.74M Buy
35,339
+18,522
+110% +$1.96M 0.07% 159
2021
Q3 		$1.78M Sell
16,817
-6,977
-29% -$740K 0.04% 264
2021
Q2 		$2.53M Buy
23,794
+18,184
+324% +$1.93M 0.05% 188
2021
Q1 		$593K Buy
5,610
+163
+3% +$17.1K 0.01% 527
2020
Q4 		$569K Buy
5,447
+3,122
+134% +$324K 0.02% 468
2020
Q3 		$242K Buy
+2,325
New +$241K 0.01% 655

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Adventist Health System Sunbelt Healthcare Corp
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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
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Park Avenue Securities's STIP Position: Q3 2026 in Review

Park Avenue Securities increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.2% in Q3 2026, buying an estimated $314K and bringing the position to 63,465 shares worth $6.33M. The position accounts for 0.04% of the portfolio, ranked #334.

Park Avenue Securities first reported a position in STIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $16M in Q3 2025. 414 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Park Avenue Securities held 63,465 shares of iShares 0-5 Year TIPS Bond ETF worth $6.33M as of Q3 2026.
  • Park Avenue Securities bought 3,120 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $314K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Park Avenue Securities's portfolio in Q3 2026, its #334 holding.
  • Park Avenue Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Park Avenue Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $16M in Q3 2025.
  • 414 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Park Avenue Securities's 13F filing for Q3 2026, filed 26 Oct 2026.