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

SteelPeak 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	$1.42M	Buy	14,257 +471	+3%	+$47.5K	0.03%	282
2026 Q2	$1.41M	Buy	+13,786	New	+$1.42M	0.04%	272
2025 Q4	–	Sell	-38,258	Closed	-$3.95M	–	641
2025 Q3	$3.95M	Buy	38,258 +330	+0.9%	+$34K	0.13%	123
2025 Q2	$3.9M	Buy	+37,928	New	+$3.89M	0.15%	118
2022 Q4	–	Sell	-2,253	Closed	-$217K	–	472
2022 Q3	$217K	Hold	2,253	–	–	0.02%	361
2022 Q2	$229K	Buy	+2,253	New	+$233K	0.02%	358

Other funds holding STIP

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

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

SteelPeak Wealth's STIP Position: Q3 2026 in Review

SteelPeak Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.4% in Q3 2026, buying an estimated $47.5K and bringing the position to 14,257 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #282.

SteelPeak Wealth first reported a position in STIP in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.95M in Q3 2025. 318 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

SteelPeak Wealth held 14,257 shares of iShares 0-5 Year TIPS Bond ETF worth $1.42M as of Q3 2026.
SteelPeak Wealth bought 471 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $47.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of SteelPeak Wealth's portfolio in Q3 2026, its #282 holding.
SteelPeak Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 6 quarters since.
SteelPeak Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $3.95M in Q3 2025.
318 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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