Wealth Enhancement Advisory Services
STIP icon

Wealth Enhancement Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.8M Sell
211,991
-4,277
-2% -$431K 0.03% 534
2026
Q2 		$17.4M Buy
216,268
+35,819
+20% +$3.69M 0.03% 485
2026
Q1 		$14.1M Sell
180,449
-45,418
-20% -$4.68M 0.03% 490
2025
Q4 		$23.1M Sell
225,867
-12,436
-5% -$1.28M 0.03% 441
2025
Q3 		$24.6M Sell
238,303
-8,600
-3% -$887K 0.04% 399
2025
Q2 		$25.3M Buy
246,903
+20,025
+9% +$2.05M 0.04% 364
2025
Q1 		$23.5M Buy
226,878
+12,766
+6% +$1.3M 0.04% 351
2024
Q4 		$21.5M Sell
214,112
-21,274
-9% -$2.14M 0.04% 360
2024
Q3 		$23.8M Sell
235,386
-31,805
-12% -$3.19M 0.05% 319
2024
Q2 		$26.6M Sell
267,191
-49,939
-16% -$4.95M 0.06% 283
2024
Q1 		$31.5M Buy
317,130
+201,979
+175% +$20M 0.08% 244
2023
Q4 		$11.4M Buy
115,151
+5,978
+5% +$582K 0.03% 400
2023
Q3 		$10.6M Buy
109,173
+103,509
+1,827% +$10.1M 0.03% 394
2023
Q2 		$553K Sell
5,664
-3,667
-39% -$361K 0.01% 337
2023
Q1 		$926K Buy
+9,331
New +$912K 0.01% 313

Other funds holding STIP

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIC
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
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's STIP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2% in Q3 2026, selling an estimated $431K and leaving 211,991 shares worth $16.8M. The position accounts for 0.03% of the portfolio, ranked #534.

Wealth Enhancement Advisory Services first reported a position in STIP in Q1 2023 and has held it in 15 quarters since. The position peaked at $31.5M in Q1 2024. 162 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 211,991 shares of iShares 0-5 Year TIPS Bond ETF worth $16.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 4,277 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $431K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #534 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $31.5M in Q1 2024.
  • 162 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.