Wealthcare Capital Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wealthcare Capital Partners’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	$5.96M	Buy	59,795 +814	+1%	+$82K	2.41%	6
2026 Q2	$6.03M	Buy	58,981 +4,339	+8%	+$448K	2.49%	6
2026 Q1	$5.65M	Buy	54,642 +4,074	+8%	+$419K	2.65%	6
2025 Q4	$5.18M	Buy	50,568 +2,014	+4%	+$207K	2.43%	6
2025 Q3	$5.02M	Buy	48,554 +4,868	+11%	+$502K	2.31%	7
2025 Q2	$4.5M	Sell	43,686 -4,294	-9%	-$440K	2.26%	6
2025 Q1	$4.96M	Sell	47,980 -8,229	-15%	-$838K	2.55%	6
2024 Q4	$5.65M	Buy	+56,209	New	+$5.67M	2.95%	6

Other funds holding STIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 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

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Wealthcare Capital Partners's STIP Position: Q3 2026 in Review

Wealthcare Capital Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.4% in Q3 2026, buying an estimated $82K and bringing the position to 59,795 shares worth $5.96M. The position accounts for 2.41% of the portfolio, ranked #6.

Wealthcare Capital Partners first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.03M in Q2 2026. 509 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Wealthcare Capital Partners held 59,795 shares of iShares 0-5 Year TIPS Bond ETF worth $5.96M as of Q3 2026.
Wealthcare Capital Partners bought 814 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $82K.
iShares 0-5 Year TIPS Bond ETF made up 2.41% of Wealthcare Capital Partners's portfolio in Q3 2026, its #6 holding.
Wealthcare Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Wealthcare Capital Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $6.03M in Q2 2026.
509 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Wealthcare Capital Partners's 13F filing for Q3 2026, filed 21 Oct 2026.