Prospera Financial Services
STIP icon

Prospera Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Prospera Financial Services’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 		$2.97M Buy
29,312
+14,266
+95% +$1.44M 0.04% 471
2026
Q2 		$1.54M Sell
15,046
-14,080
-48% -$1.45M 0.02% 594
2026
Q1 		$3.01M Buy
29,126
+20,216
+227% +$2.08M 0.05% 390
2025
Q4 		$912K Sell
8,910
-617
-6% -$63.5K 0.02% 706
2025
Q3 		$985K Buy
9,527
+120
+1% +$12.4K 0.02% 687
2025
Q2 		$968K Buy
9,407
+12
+0.1% +$1.23K 0.02% 675
2025
Q1 		$972K Buy
9,395
+6,021
+178% +$613K 0.02% 574
2024
Q4 		$339K Buy
3,374
+371
+12% +$37.4K 0.01% 884
2024
Q3 		$304K Sell
3,003
-3,236
-52% -$324K 0.01% 913
2024
Q2 		$621K Sell
6,239
-1,759
-22% -$175K 0.02% 636
2024
Q1 		$795K Sell
7,998
-5,987
-43% -$592K 0.02% 555
2023
Q4 		$1.38M Sell
13,985
-9,985
-42% -$973K 0.05% 386
2023
Q3 		$2.32M Sell
23,970
-124,145
-84% -$12.1M 0.09% 246
2023
Q2 		$14.5M Buy
148,115
+26,113
+21% +$2.57M 0.55% 33
2023
Q1 		$12.1M Buy
122,002
+14,637
+14% +$1.43M 0.5% 32
2022
Q4 		$10.4M Buy
107,365
+99,612
+1,285% +$9.7M 0.52% 33
2022
Q3 		$745K Buy
7,753
+41
+0.5% +$4.11K 0.04% 433
2022
Q2 		$782K Buy
7,712
+6,072
+370% +$627K 0.04% 423
2022
Q1 		$172K Buy
+1,640
New +$173K 0.01% 929
2020
Q4 		– Sell
-84
Closed -$9K – 1454
2020
Q3 		$9K Buy
+84
New +$8.69K ﹤0.01% 1148
2020
Q1 		– Sell
-3,279
Closed -$330K – 615
2019
Q4 		$330K Sell
3,279
-425
-11% -$42.6K 0.03% 461
2019
Q3 		$371K Buy
3,704
+246
+7% +$24.6K 0.04% 384
2019
Q2 		$346K Sell
3,458
-60
-2% -$6K 0.04% 372
2019
Q1 		$351K Buy
+3,518
New +$348K 0.12% 223

Other funds holding STIP

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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 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
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
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Prospera Financial Services's STIP Position: Q3 2026 in Review

Prospera Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 95% in Q3 2026, buying an estimated $1.44M and bringing the position to 29,312 shares worth $2.97M. The position accounts for 0.04% of the portfolio, ranked #471.

Prospera Financial Services first reported a position in STIP in Q1 2019 and has held it in 24 quarters since. The position peaked at $14.5M in Q2 2023. 547 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Prospera Financial Services held 29,312 shares of iShares 0-5 Year TIPS Bond ETF worth $2.97M as of Q3 2026.
  • Prospera Financial Services bought 14,266 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.44M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Prospera Financial Services's portfolio in Q3 2026, its #471 holding.
  • Prospera Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 24 quarters since.
  • Prospera Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $14.5M in Q2 2023.
  • 547 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.