Register Financial Advisors
STIP icon

Register Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Register Financial 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 		$399 Hold
4
– – ﹤0.01% 433
2026
Q2 		$409 Hold
4
– – ﹤0.01% 422
2026
Q1 		$414 Hold
4
– – ﹤0.01% 384
2025
Q4 		$410 Buy
+4
New +$412 ﹤0.01% 349

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Register Financial Advisors's STIP Position: Q3 2026 in Review

Register Financial Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 4 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Register Financial Advisors first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $414 in Q1 2026. 685 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Register Financial Advisors held 4 shares of iShares 0-5 Year TIPS Bond ETF worth $399 as of Q3 2026.
  • Register Financial Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Register Financial Advisors's portfolio in Q3 2026, its #433 holding.
  • Register Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Register Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $414 in Q1 2026.
  • 685 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.