Physician Wealth Advisors
STIP icon

Physician Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Physician Wealth Advisors’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 		$4.44M Buy
44,489
+1,775
+4% +$179K 0.51% 32
2026
Q2 		$4.36M Sell
42,714
-71
-0.2% -$7.32K 0.52% 34
2026
Q1 		$4.43M Sell
42,785
-619
-1% -$63.7K 0.62% 31
2025
Q4 		$4.44M Buy
43,404
+1,680
+4% +$173K 0.62% 33
2025
Q3 		$4.31M Buy
41,724
+1,747
+4% +$180K 0.61% 35
2025
Q2 		$4.11M Buy
39,977
+7,390
+23% +$758K 0.65% 33
2025
Q1 		$3.37M Buy
32,587
+207
+0.6% +$21.1K 0.58% 35
2024
Q4 		$3.26M Buy
32,380
+2,783
+9% +$281K 0.55% 35
2024
Q3 		$2.99M Buy
29,597
+141
+0.5% +$14.1K 0.54% 34
2024
Q2 		$2.93M Buy
29,456
+825
+3% +$81.8K 0.54% 35
2024
Q1 		$2.84M Buy
28,631
+1,043
+4% +$103K 0.6% 35
2023
Q4 		$2.72M Buy
27,588
+1,067
+4% +$104K 0.61% 32
2023
Q3 		$2.57M Sell
26,521
-282
-1% -$27.4K 0.66% 30
2023
Q2 		$2.61M Buy
26,803
+5,970
+29% +$587K 0.65% 29
2023
Q1 		$2.06M Buy
20,833
+11,269
+118% +$1.1M 0.54% 32
2022
Q4 		$935K Sell
9,564
-147
-2% -$14.3K 0.25% 50
2022
Q3 		$941K Buy
9,711
+280
+3% +$28K 0.29% 51
2022
Q2 		$960K Buy
9,431
+1,810
+24% +$187K 0.28% 53
2022
Q1 		$789K Sell
7,621
-594
-7% -$62.5K 0.21% 60
2021
Q4 		$863K Buy
8,215
+914
+13% +$96.9K 0.23% 61
2021
Q3 		$772K Buy
7,301
+547
+8% +$58K 0.21% 60
2021
Q2 		$719K Buy
6,754
+2,161
+47% +$229K 0.21% 64
2021
Q1 		$484K Buy
4,593
+2,320
+102% +$244K 0.16% 82
2020
Q4 		$239K Buy
+2,273
New +$236K 0.08% 125

Other funds holding STIP

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
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Physician Wealth Advisors's STIP Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.2% in Q3 2026, buying an estimated $179K and bringing the position to 44,489 shares worth $4.44M. The position accounts for 0.51% of the portfolio, ranked #32.

Physician Wealth Advisors first reported a position in STIP in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.44M in Q4 2025. 218 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Physician Wealth Advisors held 44,489 shares of iShares 0-5 Year TIPS Bond ETF worth $4.44M as of Q3 2026.
  • Physician Wealth Advisors bought 1,775 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $179K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.51% of Physician Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Physician Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Physician Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $4.44M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.