Stonehaven Wealth & Tax Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$570K	Sell	5,713 -18	-0.3%	-$1.81K	0.54%	39
2026 Q2	$585K	Sell	5,731 -7	-0.1%	-$722	0.47%	36
2026 Q1	$593K	Sell	5,738 -97	-2%	-$10K	0.53%	37
2025 Q4	$597K	Sell	5,835 -4	-0.1%	-$412	0.54%	33
2025 Q3	$604K	Sell	5,839 -7	-0.1%	-$722	0.56%	31
2025 Q2	$602K	Buy	5,846 +216	+4%	+$22.2K	0.59%	31
2025 Q1	$583K	Buy	5,630 +1,804	+47%	+$184K	0.62%	34
2024 Q4	$385K	Buy	+3,826	New	+$386K	0.42%	54

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

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

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

M. Kulyk & Associates Decatur, Georgia $599M AUM 17.11% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's STIP Position: Q3 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.31% in Q3 2026, selling an estimated $1.81K and leaving 5,713 shares worth $570K. The position accounts for 0.54% of the portfolio, ranked #39.

Stonehaven Wealth & Tax Solutions first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $604K in Q3 2025. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Stonehaven Wealth & Tax Solutions held 5,713 shares of iShares 0-5 Year TIPS Bond ETF worth $570K as of Q3 2026.
Stonehaven Wealth & Tax Solutions sold 18 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.81K.
iShares 0-5 Year TIPS Bond ETF made up 0.54% of Stonehaven Wealth & Tax Solutions's portfolio in Q3 2026, its #39 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Stonehaven Wealth & Tax Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $604K in Q3 2025.
587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q3 2026, filed 22 Oct 2026.