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Salem Investment Counselors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Salem Investment Counselors’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 		– Sell
-8
Closed -$818 – 1055
2026
Q2 		$818 Hold
8
– – ﹤0.01% 1161
2026
Q1 		$828 Buy
+8
New +$824 ﹤0.01% 1141
2025
Q4 		– Sell
-8
Closed -$827 – 1045
2025
Q3 		$827 Hold
8
– – ﹤0.01% 1134
2025
Q2 		$824 Hold
8
– – ﹤0.01% 1101
2025
Q1 		$828 Hold
8
– – ﹤0.01% 1119
2024
Q4 		$805 Hold
8
– – ﹤0.01% 1102
2024
Q3 		$811 Hold
8
– – ﹤0.01% 1101
2024
Q2 		$796 Buy
+8
New +$794 ﹤0.01% 1094
2022
Q3 		– Sell
-31
Closed -$3K – 1121
2022
Q2 		$3K Hold
31
– – ﹤0.01% 951
2022
Q1 		$3K Hold
31
– – ﹤0.01% 903
2021
Q4 		$3K Buy
+31
New +$3.29K ﹤0.01% 978

Other funds holding STIP

FFA
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
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
KL
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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Salem Investment Counselors's STIP Position: Q3 2026 in Review

Salem Investment Counselors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 8 shares — an estimated $818 sold.

Salem Investment Counselors first reported a position in STIP in Q4 2021 and held it in 11 quarters. The position peaked at $3K in Q2 2022. 97 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Salem Investment Counselors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 8 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $818.
  • Salem Investment Counselors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 11 quarters.
  • Salem Investment Counselors's iShares 0-5 Year TIPS Bond ETF position peaked at $3K in Q2 2022.
  • 97 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.