Toth Financial Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Toth Financial Advisory’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	$353K	Sell	3,538 -2	-0.1%	-$202	0.04%	195
2026 Q2	$362K	Sell	3,540 -50	-1%	-$5.16K	0.04%	192
2026 Q1	$371K	Sell	3,590 -200	-5%	-$20.6K	0.04%	178
2025 Q4	$388K	Hold	3,790	–	–	0.04%	181
2025 Q3	$392K	Buy	3,790 +290	+8%	+$29.9K	0.04%	185
2025 Q2	$360K	Hold	3,500	–	–	0.04%	183
2025 Q1	$362K	Hold	3,500	–	–	0.04%	178
2024 Q4	$352K	Sell	3,500 -285	-8%	-$28.7K	0.04%	180
2024 Q3	$383K	Sell	3,785 -18	-0.5%	-$1.8K	0.05%	177
2024 Q2	$378K	Sell	3,803 -4	-0.1%	-$397	0.05%	168
2024 Q1	$379K	Sell	3,807 -3,006	-44%	-$297K	0.05%	173
2023 Q4	$672K	Sell	6,813 -4,694	-41%	-$457K	0.09%	148
2023 Q3	$1.12M	Sell	11,507 -6,920	-38%	-$672K	0.17%	113
2023 Q2	$1.8M	Sell	18,427 -307	-2%	-$30.2K	0.26%	97
2023 Q1	$1.86M	Sell	18,734 -4,695	-20%	-$459K	0.29%	89
2022 Q4	$2.27M	Sell	23,429 -2,201	-9%	-$214K	0.37%	77
2022 Q3	$2.46M	Sell	25,630 -166	-0.6%	-$16.6K	0.45%	74
2022 Q2	$2.62M	Buy	25,796 +4,051	+19%	+$418K	0.46%	75
2022 Q1	$2.28M	Buy	21,745 +21,135	+3,465%	+$2.23M	0.34%	79
2021 Q4	$65K	Buy	+610	New	+$64.6K	0.01%	275

Other funds holding STIP

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

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

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Toth Financial Advisory's STIP Position: Q3 2026 in Review

Toth Financial Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.06% in Q3 2026, selling an estimated $202 and leaving 3,538 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #195.

Toth Financial Advisory first reported a position in STIP in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.62M in Q2 2022. 46 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Toth Financial Advisory held 3,538 shares of iShares 0-5 Year TIPS Bond ETF worth $353K as of Q3 2026.
Toth Financial Advisory sold 2 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $202.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Toth Financial Advisory's portfolio in Q3 2026, its #195 holding.
Toth Financial Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 20 quarters since.
Toth Financial Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $2.62M in Q2 2022.
46 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.