Visionary Horizons’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Visionary Horizons’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	$2.18M	Sell	21,868 -75	-0.3%	-$7.56K	0.87%	22
2026 Q2	$2.24M	Buy	21,943 +5,391	+33%	+$556K	0.94%	19
2026 Q1	$1.71M	Buy	16,552 +9,936	+150%	+$1.02M	0.84%	21
2025 Q4	$677K	Buy	6,616 +472	+8%	+$48.6K	0.35%	56
2025 Q3	$635K	Sell	6,144 -30	-0.5%	-$3.09K	0.35%	57
2025 Q2	$635K	Buy	+6,174	New	+$633K	0.4%	52

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

Visionary Horizons's STIP Position: Q3 2026 in Review

Visionary Horizons reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.34% in Q3 2026, selling an estimated $7.56K and leaving 21,868 shares worth $2.18M. The position accounts for 0.87% of the portfolio, ranked #22.

Visionary Horizons first reported a position in STIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q2 2026. 383 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Visionary Horizons held 21,868 shares of iShares 0-5 Year TIPS Bond ETF worth $2.18M as of Q3 2026.
Visionary Horizons sold 75 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $7.56K.
iShares 0-5 Year TIPS Bond ETF made up 0.87% of Visionary Horizons's portfolio in Q3 2026, its #22 holding.
Visionary Horizons first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 6 quarters since.
Visionary Horizons's iShares 0-5 Year TIPS Bond ETF position peaked at $2.24M in Q2 2026.
383 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.