Semitam Bonam
STIP icon

Semitam Bonam’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Semitam Bonam’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 		$5.83M Buy
58,473
+7,071
+14% +$713K 4.06% 9
2026
Q2 		$5.25M Buy
51,402
+1,528
+3% +$158K 3.86% 9
2026
Q1 		$5.16M Buy
49,874
+4,355
+10% +$448K 4.22% 9
2025
Q4 		$4.66M Buy
45,519
+2,741
+6% +$282K 3.88% 9
2025
Q3 		$4.42M Buy
42,778
+1,164
+3% +$120K 3.95% 9
2025
Q2 		$4.28M Buy
+41,614
New +$4.27M 4.03% 9

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
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 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

Semitam Bonam's STIP Position: Q3 2026 in Review

Semitam Bonam increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q3 2026, buying an estimated $713K and bringing the position to 58,473 shares worth $5.83M. The position accounts for 4.06% of the portfolio, ranked #9.

Semitam Bonam first reported a position in STIP in Q2 2025 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Semitam Bonam held 58,473 shares of iShares 0-5 Year TIPS Bond ETF worth $5.83M as of Q3 2026.
  • Semitam Bonam bought 7,071 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $713K.
  • iShares 0-5 Year TIPS Bond ETF made up 4.06% of Semitam Bonam's portfolio in Q3 2026, its #9 holding.
  • Semitam Bonam first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.