Sharper & Granite
STIP icon

Sharper & Granite’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sharper & Granite’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 		$1.89M Sell
18,314
-3,358
-15% -$338K 0.65% 46
2026
Q2 		$2.21M Buy
21,672
+3,358
+18% +$346K 0.69% 45
2026
Q1 		$1.89M Sell
18,314
-691
-4% -$71.1K 0.65% 46
2025
Q4 		$1.95M Buy
19,005
+360
+2% +$37.1K 0.69% 45
2025
Q3 		$1.93M Buy
18,645
+915
+5% +$94.4K 0.69% 44
2025
Q2 		$1.82M Buy
17,730
+630
+4% +$64.6K 0.69% 42
2025
Q1 		$1.77M Buy
17,100
+2,205
+15% +$225K 0.73% 39
2024
Q4 		$1.5M Sell
14,895
-4,250
-22% -$428K 0.66% 46
2024
Q3 		$1.94M Sell
19,145
-461
-2% -$46.2K 0.87% 34
2024
Q2 		$1.95M Buy
19,606
+1,336
+7% +$133K 0.93% 33
2024
Q1 		$1.82M Buy
18,270
+1,275
+8% +$126K 0.88% 35
2023
Q4 		$1.68M Sell
16,995
-3,005
-15% -$293K 0.87% 35
2023
Q3 		$1.94M Buy
20,000
+65
+0.3% +$6.32K 1.13% 27
2023
Q2 		$1.95M Buy
19,935
+215
+1% +$21.2K 1.12% 28
2023
Q1 		$1.96M Sell
19,720
-55
-0.3% -$5.38K 1.17% 29
2022
Q4 		$1.92M Buy
+19,775
New +$1.92M 1.28% 25

Other funds holding STIP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 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
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Sharper & Granite's STIP Position: Q3 2026 in Review

Sharper & Granite reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q3 2026, selling an estimated $338K and leaving 18,314 shares worth $1.89M. The position accounts for 0.65% of the portfolio, ranked #46.

Sharper & Granite first reported a position in STIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.21M in Q2 2026. 509 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Sharper & Granite held 18,314 shares of iShares 0-5 Year TIPS Bond ETF worth $1.89M as of Q3 2026.
  • Sharper & Granite sold 3,358 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $338K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.65% of Sharper & Granite's portfolio in Q3 2026, its #46 holding.
  • Sharper & Granite first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Sharper & Granite's iShares 0-5 Year TIPS Bond ETF position peaked at $2.21M in Q2 2026.
  • 509 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Sharper & Granite's 13F filing for Q3 2026, filed 2 Nov 2026.