Trademark Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Trademark Financial 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	$3.07M	Sell	30,769 -131	-0.4%	-$13.2K	1.24%	22
2026 Q2	$3.16M	Sell	30,900 -2,507	-8%	-$259K	1.29%	22
2026 Q1	$3.46M	Buy	33,407 +4,307	+15%	+$443K	1.69%	17
2025 Q4	$2.98M	Sell	29,100 -882	-3%	-$90.8K	1.64%	18
2025 Q3	$3.1M	Buy	29,982 +2,926	+11%	+$302K	1.8%	19
2025 Q2	$2.78M	Buy	27,056 +18,125	+203%	+$1.86M	1.7%	21
2025 Q1	$924K	Buy	8,931 +3,983	+80%	+$406K	0.71%	35
2024 Q4	$498K	Buy	4,948 +1,653	+50%	+$167K	0.4%	53
2024 Q3	$334K	Buy	+3,295	New	+$330K	0.26%	68
2024 Q1	–	Sell	-6,875	Closed	-$678K	–	86
2023 Q4	$678K	Buy	+6,875	New	+$670K	0.5%	48

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Trademark Financial Management's STIP Position: Q3 2026 in Review

Trademark Financial Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.42% in Q3 2026, selling an estimated $13.2K and leaving 30,769 shares worth $3.07M. The position accounts for 1.24% of the portfolio, ranked #22.

Trademark Financial Management first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.46M in Q1 2026. 470 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Trademark Financial Management held 30,769 shares of iShares 0-5 Year TIPS Bond ETF worth $3.07M as of Q3 2026.
Trademark Financial Management sold 131 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $13.2K.
iShares 0-5 Year TIPS Bond ETF made up 1.24% of Trademark Financial Management's portfolio in Q3 2026, its #22 holding.
Trademark Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Trademark Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.46M in Q1 2026.
470 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Trademark Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.