Valeo Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Valeo Financial Advisors’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	$19.9K	Hold	18,332	–	–	﹤0.01%	845
2026 Q2	$20K	Buy	18,332 +16	+0.1%	+$1.65K	﹤0.01%	823
2026 Q1	$18.3K	Buy	18,316 +586	+3%	+$60.3K	﹤0.01%	740
2025 Q4	$17.7K	Sell	17,730 -7	-0%	-$721	﹤0.01%	827
2025 Q3	$18.5K	Buy	17,737 +7	+0%	+$722	﹤0.01%	817
2025 Q2	$17.7K	Buy	+17,730	New	+$1.82M	﹤0.01%	770
2021 Q2	–	Sell	-13	Closed	-$1K	–	1656
2021 Q1	$1K	Buy	+13	New	+$1.37K	﹤0.01%	1937
2020 Q3	–	Sell	-3	Closed	–	–	2090
2020 Q2	$0	Buy	+3	New	+$304	﹤0.01%	2152
2018 Q3	–	Sell	-20	Closed	-$2K	–	1856
2018 Q2	$2K	Buy	+20	New	+$1.99K	﹤0.01%	1381

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

MASECO Private Wealth London $3.65B AUM 9.71% 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

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

L.J. Altfest & Co New York $1.01B AUM 24.77% 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

Valeo Financial Advisors's STIP Position: Q3 2026 in Review

Valeo Financial Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 18,332 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Valeo Financial Advisors first reported a position in STIP in Q2 2018 and has held it in 9 quarters since. The position peaked at $20K in Q2 2026. 318 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Valeo Financial Advisors held 18,332 shares of iShares 0-5 Year TIPS Bond ETF worth $19.9K as of Q3 2026.
Valeo Financial Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #845 holding.
Valeo Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 9 quarters since.
Valeo Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $20K in Q2 2026.
318 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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