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

Stone Summit 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 		$5.34M Buy
53,609
+5,088
+10% +$513K 1.44% 21
2026
Q2 		$4.96M Buy
48,521
+1,547
+3% +$160K 1.26% 25
2026
Q1 		$4.86M Buy
46,974
+1,105
+2% +$114K 1.35% 19
2025
Q4 		$4.7M Buy
45,869
+2,214
+5% +$228K 1.27% 24
2025
Q3 		$4.51M Buy
43,655
+3,438
+9% +$355K 1.28% 24
2025
Q2 		$4.14M Buy
40,217
+7,586
+23% +$778K 1.28% 22
2025
Q1 		$3.38M Buy
32,631
+5,711
+21% +$582K 1.14% 29
2024
Q4 		$2.71M Buy
26,920
+3,065
+13% +$309K 0.91% 35
2024
Q3 		$2.42M Buy
23,855
+1,814
+8% +$182K 0.78% 41
2024
Q2 		$2.19M Buy
22,041
+1,140
+5% +$113K 0.79% 41
2024
Q1 		$2.08M Buy
20,901
+3,440
+20% +$340K 0.72% 48
2023
Q4 		$1.72M Sell
17,461
-1,245
-7% -$121K 0.66% 54
2023
Q3 		$1.81M Sell
18,706
-588
-3% -$57.1K 0.78% 44
2023
Q2 		$1.88M Sell
19,294
-269
-1% -$26.5K 0.78% 44
2023
Q1 		$1.94M Buy
19,563
+346
+2% +$33.8K 0.86% 41
2022
Q4 		$1.86M Sell
19,217
-8,834
-31% -$858K 0.91% 38
2022
Q3 		$2.7M Sell
28,051
-3,690
-12% -$370K 1.66% 14
2022
Q2 		$3.22M Sell
31,741
-839
-3% -$86.6K 1.92% 10
2022
Q1 		$3.39M Buy
32,580
+12,771
+64% +$1.34M 1.9% 12
2021
Q4 		$2.1M Buy
+19,809
New +$2.1M 1.7% 18

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
JWM
Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return

Stone Summit Wealth's STIP Position: Q3 2026 in Review

Stone Summit Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 10% in Q3 2026, buying an estimated $513K and bringing the position to 53,609 shares worth $5.34M. The position accounts for 1.44% of the portfolio, ranked #21.

Stone Summit Wealth first reported a position in STIP in Q4 2021 and has held it in 20 quarters since. 170 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Stone Summit Wealth held 53,609 shares of iShares 0-5 Year TIPS Bond ETF worth $5.34M as of Q3 2026.
  • Stone Summit Wealth bought 5,088 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $513K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.44% of Stone Summit Wealth's portfolio in Q3 2026, its #21 holding.
  • Stone Summit Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.