Wealth Effects
STIP icon

Wealth Effects’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealth Effects’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 		$606K Buy
+6,080
New +$613K 0.16% 109
2022
Q4 		– Sell
-8,224
Closed -$790K – 206
2022
Q3 		$790K Buy
+8,224
New +$824K 0.48% 50

Other funds holding STIP

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
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Wealth Effects's STIP Position: Q3 2026 in Review

Wealth Effects opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 6,080 shares worth $606K. The stake represents 0.16% of the portfolio and ranks #109 among its holdings. This is a return to the name: Wealth Effects previously reported a position in STIP as recently as Q3 2022.

Wealth Effects first reported a position in STIP in Q3 2022 and has held it in 2 quarters since. The position peaked at $790K in Q3 2022. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Wealth Effects held 6,080 shares of iShares 0-5 Year TIPS Bond ETF worth $606K as of Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Wealth Effects position in Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.16% of Wealth Effects's portfolio in Q3 2026, its #109 holding.
  • Wealth Effects first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • Wealth Effects's iShares 0-5 Year TIPS Bond ETF position peaked at $790K in Q3 2022.
  • 269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.