Peak Financial Management
STIP icon

Peak Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Peak Financial 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 		$2.19M Buy
21,965
+16
+0.1% +$1.61K 0.5% 33
2026
Q2 		$2.24M Sell
21,949
-252
-1% -$26K 0.51% 32
2026
Q1 		$2.3M Buy
22,201
+639
+3% +$65.8K 0.58% 30
2025
Q4 		$2.21M Sell
21,562
-446
-2% -$45.9K 0.57% 32
2025
Q3 		$2.27M Sell
22,008
-2,031
-8% -$209K 0.6% 32
2025
Q2 		$2.47M Sell
24,039
-609
-2% -$62.5K 0.7% 30
2025
Q1 		$2.55M Buy
24,648
+236
+1% +$24K 0.76% 28
2024
Q4 		$2.46M Buy
24,412
+399
+2% +$40.2K 0.74% 30
2024
Q3 		$2.43M Buy
24,013
+4
+0% +$401 0.71% 31
2024
Q2 		$2.39M Buy
24,009
+9,450
+65% +$937K 0.75% 30
2024
Q1 		$1.45M Buy
14,559
+130
+0.9% +$12.8K 0.46% 33
2023
Q4 		$1.42M Buy
+14,429
New +$1.41M 0.48% 33
2023
Q3 		– Sell
-4,870
Closed -$475K – 80
2023
Q2 		$475K Sell
4,870
-205
-4% -$20.2K 0.17% 53
2023
Q1 		$504K Sell
5,075
-40
-0.8% -$3.91K 0.19% 45
2022
Q4 		$496K Buy
+5,115
New +$497K 0.2% 45

Other funds holding STIP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Peak Financial Management's STIP Position: Q3 2026 in Review

Peak Financial Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.07% in Q3 2026, buying an estimated $1.61K and bringing the position to 21,965 shares worth $2.19M. The position accounts for 0.5% of the portfolio, ranked #33.

Peak Financial Management first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q1 2025. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Peak Financial Management held 21,965 shares of iShares 0-5 Year TIPS Bond ETF worth $2.19M as of Q3 2026.
  • Peak Financial Management bought 16 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.61K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.5% of Peak Financial Management's portfolio in Q3 2026, its #33 holding.
  • Peak Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Peak Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.55M in Q1 2025.
  • 762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.