Signal Advisors Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Signal Advisors Wealth’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	$2.36M	Sell	23,704 -2,431	-9%	-$245K	0.1%	177
2026 Q2	$2.67M	Buy	26,135 +5,393	+26%	+$556K	0.13%	134
2026 Q1	$2.15M	Buy	20,742 +2,796	+16%	+$288K	0.15%	132
2025 Q4	$1.84M	Buy	17,946 +2,200	+14%	+$226K	0.15%	131
2025 Q3	$1.63M	Sell	15,746 -21,443	-58%	-$2.21M	0.15%	130
2025 Q2	$3.83M	Buy	37,189 +7,857	+27%	+$806K	0.3%	90
2025 Q1	$3.03M	Buy	29,332 +11,588	+65%	+$1.18M	0.3%	84
2024 Q4	$1.79M	Buy	17,744 +10,464	+144%	+$1.05M	0.2%	118
2024 Q3	$738K	Buy	+7,280	New	+$729K	0.11%	203

Other funds holding STIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Signal Advisors Wealth's STIP Position: Q3 2026 in Review

Signal Advisors Wealth reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.3% in Q3 2026, selling an estimated $245K and leaving 23,704 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #177.

Signal Advisors Wealth first reported a position in STIP in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.83M in Q2 2025. 685 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Signal Advisors Wealth held 23,704 shares of iShares 0-5 Year TIPS Bond ETF worth $2.36M as of Q3 2026.
Signal Advisors Wealth sold 2,431 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $245K.
iShares 0-5 Year TIPS Bond ETF made up 0.1% of Signal Advisors Wealth's portfolio in Q3 2026, its #177 holding.
Signal Advisors Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 9 quarters since.
Signal Advisors Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.83M in Q2 2025.
685 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.