Selective Wealth Management
STIP icon

Selective Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Selective Wealth Management’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 		$614K Hold
6,116
– – 0.14% 70
2026
Q2 		$620K Buy
6,116
+1
+0% +$103 0.16% 65
2026
Q1 		$636K Hold
6,115
– – 0.19% 63
2025
Q4 		$626K Sell
6,115
-791
-11% -$81.4K 0.2% 56
2025
Q3 		$713K Sell
6,906
-673
-9% -$69.4K 0.23% 46
2025
Q2 		$777K Sell
7,579
-1,187
-14% -$122K 0.28% 41
2025
Q1 		$897K Sell
8,766
-143
-2% -$14.6K 0.39% 38
2024
Q4 		$898K Sell
8,909
-4
-0% -$403 0.36% 41
2024
Q3 		$899K Buy
8,913
+2
+0% +$200 0.37% 41
2024
Q2 		$885K Sell
8,911
-2,380
-21% -$236K 0.39% 39
2024
Q1 		$1.12M Sell
11,291
-2,529
-18% -$250K 0.49% 33
2023
Q4 		$1.36M Sell
13,820
-1,277
-8% -$124K 0.69% 26
2023
Q3 		$1.46M Sell
15,097
-5,630
-27% -$547K 0.8% 21
2023
Q2 		$2.01M Buy
+20,727
New +$2.04M 1% 21
2022
Q4 		$4.09M Sell
41,920
-40,259
-49% -$3.91M 2.16% 13
2022
Q3 		$7.9M Buy
82,179
+7,608
+10% +$762K 3.38% 5
2022
Q2 		$7.56M Buy
74,571
+73,699
+8,452% +$7.61M 2.69% 8
2022
Q1 		$91K Buy
872
+538
+161% +$56.6K 0.03% 221
2021
Q4 		$35K Hold
334
– – 0.01% 329
2021
Q3 		$35K Buy
334
+1
+0.3% +$106 0.02% 297
2021
Q2 		$35K Hold
333
– – 0.03% 225
2021
Q1 		$35K Hold
333
– – 0.03% 150
2020
Q4 		$35K Hold
333
– – 0.02% 136
2020
Q3 		$35K Hold
333
– – 0.03% 119
2020
Q2 		$34K Hold
333
– – 0.03% 136
2020
Q1 		$33K Hold
333
– – 0.05% 78
2019
Q4 		$33K Sell
333
-120
-26% -$12K 0.04% 89
2019
Q3 		$45K Buy
+453
New +$45.4K 0.06% 83

Other funds holding STIP

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Austin Asset Management
Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Selective Wealth Management's STIP Position: Q3 2026 in Review

Selective Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 6,116 shares worth $614K. The position accounts for 0.14% of the portfolio, ranked #70.

Selective Wealth Management first reported a position in STIP in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.9M in Q3 2022. 363 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Selective Wealth Management held 6,116 shares of iShares 0-5 Year TIPS Bond ETF worth $614K as of Q3 2026.
  • Selective Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.14% of Selective Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Selective Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Selective Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $7.9M in Q3 2022.
  • 363 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.