Valen Private Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Valen Private Capital’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	$7.14M	Buy	+71,632	New	+$7.22M	2.21%	14

Other funds holding STIP

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

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

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

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Valen Private Capital's STIP Position: Q3 2026 in Review

Valen Private Capital opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 71,632 shares worth $7.14M. The stake represents 2.21% of the portfolio and ranks #14 among its holdings.

375 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Valen Private Capital held 71,632 shares of iShares 0-5 Year TIPS Bond ETF worth $7.14M as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new Valen Private Capital position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 2.21% of Valen Private Capital's portfolio in Q3 2026, its #14 holding.
375 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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