Relyea Zuckerberg Hanson
STIP icon

Relyea Zuckerberg Hanson’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Relyea Zuckerberg Hanson’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 		$1.1M Buy
11,051
+7
+0.1% +$705 0.09% 106
2026
Q2 		$1.13M Hold
11,044
– – 0.09% 108
2026
Q1 		$1.14M Hold
11,044
– – 0.11% 92
2025
Q4 		$1.13M Hold
11,044
– – 0.11% 98
2025
Q3 		$1.14M Hold
11,044
– – 0.12% 94
2025
Q2 		$1.14M Hold
11,044
– – 0.13% 93
2025
Q1 		$1.14M Hold
11,044
– – 0.15% 85
2024
Q4 		$1.11M Hold
11,044
– – 0.15% 86
2024
Q3 		$1.12M Buy
+11,044
New +$1.11M 0.17% 79

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

Relyea Zuckerberg Hanson's STIP Position: Q3 2026 in Review

Relyea Zuckerberg Hanson increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.06% in Q3 2026, buying an estimated $705 and bringing the position to 11,051 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #106.

Relyea Zuckerberg Hanson first reported a position in STIP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2025. 273 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Relyea Zuckerberg Hanson held 11,051 shares of iShares 0-5 Year TIPS Bond ETF worth $1.1M as of Q3 2026.
  • Relyea Zuckerberg Hanson bought 7 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $705.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Relyea Zuckerberg Hanson's portfolio in Q3 2026, its #106 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Relyea Zuckerberg Hanson's iShares 0-5 Year TIPS Bond ETF position peaked at $1.14M in Q1 2025.
  • 273 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q3 2026, filed 20 Oct 2026.