Successful Portfolios’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Successful Portfolios’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	$1.69M	Buy	16,932 +29	+0.2%	+$2.92K	0.78%	31
2026 Q2	$1.71M	Buy	16,903 +1,174	+7%	+$121K	0.8%	34
2026 Q1	$1.63M	Sell	15,729 -130	-0.8%	-$13.4K	0.9%	29
2025 Q4	$1.63M	Sell	15,859 -77	-0.5%	-$7.93K	0.83%	33
2025 Q3	$1.65M	Buy	15,936 +692	+5%	+$71.4K	0.96%	27
2025 Q2	$1.57M	Buy	15,244 +121	+0.8%	+$12.4K	0.96%	26
2025 Q1	$1.56M	Sell	15,123 -663	-4%	-$67.6K	1.06%	24
2024 Q4	$1.59M	Buy	15,786 +413	+3%	+$41.6K	1.06%	24
2024 Q3	$1.56M	Sell	15,373 -893	-5%	-$89.4K	1.05%	25
2024 Q2	$1.62M	Buy	16,266 +1,734	+12%	+$172K	1.13%	23
2024 Q1	$1.44M	Buy	14,532 +752	+5%	+$74.3K	0.99%	26
2023 Q4	$1.36M	Buy	13,780 +1,540	+13%	+$150K	1.02%	26
2023 Q3	$1.19M	Buy	12,240 +1,458	+14%	+$142K	1.05%	24
2023 Q2	$1.05M	Sell	10,782 -130	-1%	-$12.8K	0.91%	28
2023 Q1	$1.08M	Buy	10,912 +1,138	+12%	+$111K	0.68%	40
2022 Q4	$948K	Buy	9,774 +3,724	+62%	+$362K	0.62%	47
2022 Q3	$581K	Buy	6,050 +368	+6%	+$36.9K	0.42%	58
2022 Q2	$576K	Buy	5,682 +25	+0.4%	+$2.58K	0.39%	66
2022 Q1	$594K	Buy	5,657 +100	+2%	+$10.5K	0.34%	73
2021 Q4	$588K	Buy	5,557 +1	+0%	+$106	0.32%	80
2021 Q3	$587K	Sell	5,556 -197	-3%	-$20.9K	0.35%	73
2021 Q2	$612K	Buy	5,753 +36	+0.6%	+$3.82K	0.37%	69
2021 Q1	$604K	Hold	5,717	–	–	0.4%	68
2020 Q4	$597K	Sell	5,717 -101	-2%	-$10.5K	0.43%	62
2020 Q3	$605K	Buy	5,818 +200	+4%	+$20.7K	0.48%	59
2020 Q2	$575K	Buy	5,618 +50	+0.9%	+$5.07K	0.51%	58
2020 Q1	$556K	Buy	5,568 +2,330	+72%	+$234K	0.56%	51
2019 Q4	$326K	Buy	3,238 +197	+6%	+$19.8K	0.29%	97
2019 Q3	$305K	Buy	+3,041	New	+$305K	0.29%	100
2019 Q2	–	Sell	-2,170	Closed	-$216K	–	142
2019 Q1	$216K	Buy	+2,170	New	+$214K	0.24%	118

Other funds holding STIP

FFA

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

WRCM

Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return

Successful Portfolios's STIP Position: Q3 2026 in Review

Successful Portfolios increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.17% in Q3 2026, buying an estimated $2.92K and bringing the position to 16,932 shares worth $1.69M. The position accounts for 0.78% of the portfolio, ranked #31.

Successful Portfolios first reported a position in STIP in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.71M in Q2 2026. 92 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Successful Portfolios held 16,932 shares of iShares 0-5 Year TIPS Bond ETF worth $1.69M as of Q3 2026.
Successful Portfolios bought 29 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $2.92K.
iShares 0-5 Year TIPS Bond ETF made up 0.78% of Successful Portfolios's portfolio in Q3 2026, its #31 holding.
Successful Portfolios first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 30 quarters since.
Successful Portfolios's iShares 0-5 Year TIPS Bond ETF position peaked at $1.71M in Q2 2026.
92 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.