WealthGarden F.S.
STIP icon

WealthGarden F.S.’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WealthGarden F.S.’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 		$2.23M Buy
22,413
+8,825
+65% +$889K 1.26% 22
2026
Q2 		$1.39M Buy
13,588
+4,521
+50% +$466K 0.79% 36
2026
Q1 		$938K Buy
9,067
+5,326
+142% +$548K 0.64% 51
2025
Q4 		$384K Buy
+3,741
New +$385K 0.25% 105

Other funds holding STIP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

WealthGarden F.S.'s STIP Position: Q3 2026 in Review

WealthGarden F.S. increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 65% in Q3 2026, buying an estimated $889K and bringing the position to 22,413 shares worth $2.23M. The position accounts for 1.26% of the portfolio, ranked #22.

WealthGarden F.S. first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. 702 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • WealthGarden F.S. held 22,413 shares of iShares 0-5 Year TIPS Bond ETF worth $2.23M as of Q3 2026.
  • WealthGarden F.S. bought 8,825 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $889K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.26% of WealthGarden F.S.'s portfolio in Q3 2026, its #22 holding.
  • WealthGarden F.S. first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on WealthGarden F.S.'s 13F filing for Q3 2026, filed 9 Nov 2026.