Verdence Capital Advisors
STIP icon

Verdence Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Verdence Capital 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 		$433K Sell
4,344
-66
-1% -$6.65K 0.02% 531
2026
Q2 		$451K Sell
4,410
-28
-0.6% -$2.89K 0.02% 459
2026
Q1 		$459K Buy
4,438
+231
+5% +$23.8K 0.03% 443
2025
Q4 		$431K Buy
4,207
+203
+5% +$20.9K 0.03% 466
2025
Q3 		$414K Buy
4,004
+26
+0.7% +$2.68K 0.02% 504
2025
Q2 		$409K Sell
3,978
-17
-0.4% -$1.74K 0.03% 480
2025
Q1 		$413K Buy
3,995
+441
+12% +$44.9K 0.03% 445
2024
Q4 		$358K Buy
3,554
+15
+0.4% +$1.51K 0.03% 448
2024
Q3 		$359K Hold
3,539
– – 0.03% 467
2024
Q2 		$352K Buy
3,539
+150
+4% +$14.9K 0.03% 418
2024
Q1 		$337K Buy
3,389
+335
+11% +$33.1K 0.03% 446
2023
Q4 		$301K Buy
3,054
+45
+1% +$4.38K 0.03% 463
2023
Q3 		$292K Buy
3,009
+380
+14% +$36.9K 0.03% 440
2023
Q2 		$257K Buy
2,629
+12
+0.5% +$1.18K 0.03% 461
2023
Q1 		$260K Sell
2,617
-99
-4% -$9.7K 0.03% 466
2022
Q4 		$263K Buy
2,716
+6
+0.2% +$583 0.03% 415
2022
Q3 		$260K Buy
+2,710
New +$271K 0.04% 418

Other funds holding STIP

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Austin Asset Management
Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Verdence Capital Advisors's STIP Position: Q3 2026 in Review

Verdence Capital Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.5% in Q3 2026, selling an estimated $6.65K and leaving 4,344 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #531.

Verdence Capital Advisors first reported a position in STIP in Q3 2022 and has held it in 17 quarters since. The position peaked at $459K in Q1 2026. 351 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Verdence Capital Advisors held 4,344 shares of iShares 0-5 Year TIPS Bond ETF worth $433K as of Q3 2026.
  • Verdence Capital Advisors sold 66 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $6.65K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q3 2026, its #531 holding.
  • Verdence Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Verdence Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $459K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Verdence Capital Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.