Wedbush Securities
STIP icon

Wedbush Securities’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wedbush Securities’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 		$223K Buy
2,232
+70
+3% +$7.05K 0.01% 1135
2026
Q2 		$221K Buy
2,162
+207
+11% +$21.4K 0.01% 1150
2026
Q1 		$202K Hold
1,955
– – 0.01% 1135
2025
Q4 		$200K Sell
1,955
-716
-27% -$73.7K 0.01% 1122
2025
Q3 		$276K Sell
2,671
-144
-5% -$14.9K 0.01% 898
2025
Q2 		$290K Buy
2,815
+765
+37% +$78.5K 0.01% 859
2025
Q1 		$212K Sell
2,050
-1,722
-46% -$175K 0.01% 986
2024
Q4 		$379K Sell
3,772
-75
-2% -$7.56K 0.01% 713
2024
Q3 		$390K Hold
3,847
– – 0.01% 700
2024
Q2 		$383K Hold
3,847
– – 0.01% 737
2024
Q1 		$383K Buy
3,847
+1,047
+37% +$103K 0.01% 752
2023
Q4 		$276K Sell
2,800
-3,214
-53% -$313K 0.01% 809
2023
Q3 		$583K Sell
6,014
-1,515
-20% -$147K 0.03% 466
2023
Q2 		$735K Sell
7,529
-55
-0.7% -$5.41K 0.04% 414
2023
Q1 		$753K Buy
7,584
+3,876
+105% +$379K 0.04% 405
2022
Q4 		$360K Sell
3,708
-59
-2% -$5.73K 0.02% 647
2022
Q3 		$362K Sell
3,767
-3,186
-46% -$319K 0.02% 638
2022
Q2 		$705K Buy
6,953
+4,534
+187% +$468K 0.04% 396
2022
Q1 		$254K Sell
2,419
-2,000
-45% -$211K 0.01% 878
2021
Q4 		$468K Buy
4,419
+2,100
+91% +$223K 0.02% 661
2021
Q3 		$245K Hold
2,319
– – 0.01% 966
2021
Q2 		$247K Sell
2,319
-24
-1% -$2.55K 0.01% 963
2021
Q1 		$248K Buy
+2,343
New +$246K 0.01% 898
2020
Q2 		– Sell
-2,279
Closed -$228K – 1008
2020
Q1 		$228K Hold
2,279
– – 0.03% 626
2019
Q4 		$230K Hold
2,279
– – 0.02% 795
2019
Q3 		$228K Hold
2,279
– – 0.02% 775
2019
Q2 		$229K Hold
2,279
– – 0.02% 755
2019
Q1 		$227K Buy
2,279
+5
+0.2% +$494 0.02% 718
2018
Q4 		$223K Hold
2,274
– – 0.03% 646
2018
Q3 		$225K Hold
2,274
– – 0.03% 718
2018
Q2 		$227K Buy
2,274
+250
+12% +$24.9K 0.03% 679
2018
Q1 		$203K Buy
+2,024
New +$202K 0.03% 677

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
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
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Wedbush Securities's STIP Position: Q3 2026 in Review

Wedbush Securities increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.2% in Q3 2026, buying an estimated $7.05K and bringing the position to 2,232 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1135.

Wedbush Securities first reported a position in STIP in Q1 2018 and has held it in 32 quarters since. The position peaked at $753K in Q1 2023. 547 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Wedbush Securities held 2,232 shares of iShares 0-5 Year TIPS Bond ETF worth $223K as of Q3 2026.
  • Wedbush Securities bought 70 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $7.05K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #1135 holding.
  • Wedbush Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • Wedbush Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $753K in Q1 2023.
  • 547 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.