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Snider Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Snider Financial Group’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 		$6.4M Buy
64,196
+9,076
+16% +$915K 1.54% 20
2026
Q2 		$5.63M Buy
55,120
+28,208
+105% +$2.91M 1.43% 22
2026
Q1 		$2.78M Buy
26,912
+1,557
+6% +$160K 0.84% 33
2025
Q4 		$2.6M Buy
+25,355
New +$2.61M 0.69% 39

Other funds holding STIP

Farther Finance Advisors
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
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KWMG LLC
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
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Snider Financial Group's STIP Position: Q3 2026 in Review

Snider Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q3 2026, buying an estimated $915K and bringing the position to 64,196 shares worth $6.4M. The position accounts for 1.54% of the portfolio, ranked #20.

Snider Financial Group first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Snider Financial Group held 64,196 shares of iShares 0-5 Year TIPS Bond ETF worth $6.4M as of Q3 2026.
  • Snider Financial Group bought 9,076 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $915K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.54% of Snider Financial Group's portfolio in Q3 2026, its #20 holding.
  • Snider Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.