Penobscot Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Penobscot Wealth 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	$11M	Buy	109,883 +8,070	+8%	+$813K	2.83%	7
2026 Q2	$10.4M	Buy	101,813 +11,150	+12%	+$1.15M	2.78%	8
2026 Q1	$9.38M	Buy	90,663 +5,960	+7%	+$614K	2.77%	7
2025 Q4	$8.67M	Buy	84,703 +3,705	+5%	+$381K	2.68%	8
2025 Q3	$8.37M	Buy	80,998 +8,383	+12%	+$865K	2.69%	8
2025 Q2	$7.47M	Buy	72,615 +7,790	+12%	+$799K	2.68%	7
2025 Q1	$6.71M	Buy	+64,825	New	+$6.6M	2.82%	7

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

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Penobscot Wealth Management's STIP Position: Q3 2026 in Review

Penobscot Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.9% in Q3 2026, buying an estimated $813K and bringing the position to 109,883 shares worth $11M. The position accounts for 2.83% of the portfolio, ranked #7.

Penobscot Wealth Management first reported a position in STIP in Q1 2025 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Penobscot Wealth Management held 109,883 shares of iShares 0-5 Year TIPS Bond ETF worth $11M as of Q3 2026.
Penobscot Wealth Management bought 8,070 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $813K.
iShares 0-5 Year TIPS Bond ETF made up 2.83% of Penobscot Wealth Management's portfolio in Q3 2026, its #7 holding.
Penobscot Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Penobscot Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.