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Retirement Wealth Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Retirement Wealth Solutions’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 		$25.9K Sell
260
-112
-30% -$11.3K 0.01% 154
2026
Q2 		$38K Buy
372
+247
+198% +$25.5K 0.02% 113
2026
Q1 		$12.9K Hold
125
– – 0.01% 184
2025
Q4 		$12.8K Sell
125
-903
-88% -$93K 0.01% 202
2025
Q3 		$106K Hold
1,028
– – 0.07% 62
2025
Q2 		$106K Buy
1,028
+903
+722% +$92.6K 0.08% 60
2025
Q1 		$12.9K Buy
+125
New +$12.7K 0.01% 190

Other funds holding STIP

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIC
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
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Retirement Wealth Solutions's STIP Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 30% in Q3 2026, selling an estimated $11.3K and leaving 260 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #154.

Retirement Wealth Solutions first reported a position in STIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $106K in Q3 2025. 177 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Retirement Wealth Solutions held 260 shares of iShares 0-5 Year TIPS Bond ETF worth $25.9K as of Q3 2026.
  • Retirement Wealth Solutions sold 112 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $11.3K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #154 holding.
  • Retirement Wealth Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $106K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.