Sugar Maple Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sugar Maple Asset Management’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	$9.27M	Buy	93,016 +4,336	+5%	+$437K	5.29%	5
2026 Q2	$9.06M	Buy	88,680 +9,084	+11%	+$937K	5.84%	5
2026 Q1	$8.23M	Buy	79,596 +6,051	+8%	+$623K	5%	7
2025 Q4	$7.53M	Buy	73,545 +3,762	+5%	+$387K	5.06%	7
2025 Q3	$7.21M	Buy	69,783 +4,987	+8%	+$514K	5.16%	6
2025 Q2	$6.67M	Buy	64,796 +17	+0%	+$1.74K	5.2%	6
2025 Q1	$6.7M	Buy	64,779 +4,765	+8%	+$486K	5.28%	6
2024 Q4	$6.04M	Buy	+60,014	New	+$6.05M	4.59%	7

Other funds holding STIP

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 Pittsford, New York $1.19B AUM 19.73% 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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Sugar Maple Asset Management's STIP Position: Q3 2026 in Review

Sugar Maple Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.9% in Q3 2026, buying an estimated $437K and bringing the position to 93,016 shares worth $9.27M. The position accounts for 5.29% of the portfolio, ranked #5.

Sugar Maple Asset Management first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. 191 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Sugar Maple Asset Management held 93,016 shares of iShares 0-5 Year TIPS Bond ETF worth $9.27M as of Q3 2026.
Sugar Maple Asset Management bought 4,336 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $437K.
iShares 0-5 Year TIPS Bond ETF made up 5.29% of Sugar Maple Asset Management's portfolio in Q3 2026, its #5 holding.
Sugar Maple Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
191 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.