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

Wealth Forward LLC’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	$482K	Buy	+4,830	New	+$487K	0.22%	34

Other funds holding STIP

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

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Forward LLC's STIP Position: Q3 2026 in Review

Wealth Forward LLC opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 4,830 shares worth $482K. The stake represents 0.22% of the portfolio and ranks #34 among its holdings.

141 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Wealth Forward LLC held 4,830 shares of iShares 0-5 Year TIPS Bond ETF worth $482K as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new Wealth Forward LLC position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.22% of Wealth Forward LLC's portfolio in Q3 2026, its #34 holding.
141 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.