Tradewinds Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tradewinds Capital 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	$273K	Hold	2,735	–	–	0.05%	92
2026 Q2	$279K	Hold	2,735	–	–	0.05%	91
2026 Q1	$283K	Hold	2,735	–	–	0.06%	84
2025 Q4	$280K	Hold	2,735	–	–	0.06%	90
2025 Q3	$283K	Hold	2,735	–	–	0.06%	88
2025 Q2	$281K	Hold	2,735	–	–	0.07%	84
2025 Q1	$283K	Hold	2,735	–	–	0.08%	80
2024 Q4	$275K	Hold	2,735	–	–	0.07%	92
2024 Q3	$277K	Hold	2,735	–	–	0.07%	71
2024 Q2	$272K	Hold	2,735	–	–	0.08%	69
2024 Q1	$272K	Hold	2,735	–	–	0.08%	65
2023 Q4	$270K	Sell	2,735 -2,265	-45%	-$221K	0.11%	43
2023 Q3	$485K	Sell	5,000 -22,614	-82%	-$2.2M	0.17%	33
2023 Q2	$2.7M	Hold	27,614	–	–	0.84%	17
2023 Q1	$2.74M	Hold	27,614	–	–	0.86%	14
2022 Q4	$2.68M	Hold	27,614	–	–	1.25%	10
2022 Q3	$2.65M	Buy	+27,614	New	+$2.77M	1.09%	13

Other funds holding STIP

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

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

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Tradewinds Capital Management's STIP Position: Q3 2026 in Review

Tradewinds Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 2,735 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #92.

Tradewinds Capital Management first reported a position in STIP in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.74M in Q1 2023. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Tradewinds Capital Management held 2,735 shares of iShares 0-5 Year TIPS Bond ETF worth $273K as of Q3 2026.
Tradewinds Capital Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Tradewinds Capital Management's portfolio in Q3 2026, its #92 holding.
Tradewinds Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 17 quarters since.
Tradewinds Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.74M in Q1 2023.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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