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VisionPoint Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

VisionPoint Advisory Group’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 		$280K Buy
+2,807
New +$283K 0.04% 363
2026
Q1 		– Sell
-9,888
Closed -$1.01M – 476
2025
Q4 		$1.01M Sell
9,888
-6,953
-41% -$716K 0.2% 113
2025
Q3 		$1.74M Buy
16,841
+369
+2% +$38.1K 0.35% 82
2025
Q2 		$1.7M Buy
+16,472
New +$1.69M 0.37% 76

Other funds holding STIP

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

VisionPoint Advisory Group's STIP Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 2,807 shares worth $280K. The stake represents 0.04% of the portfolio and ranks #363 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in STIP as recently as Q4 2025.

VisionPoint Advisory Group first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q3 2025. 55 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • VisionPoint Advisory Group held 2,807 shares of iShares 0-5 Year TIPS Bond ETF worth $280K as of Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new VisionPoint Advisory Group position in Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #363 holding.
  • VisionPoint Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.74M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.