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Wedmont Private Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wedmont Private Capital’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 		$644K Sell
6,432
-743
-10% -$74.9K 0.02% 517
2026
Q2 		$727K Buy
7,175
+770
+12% +$79.4K 0.02% 433
2026
Q1 		$662K Sell
6,405
-60
-0.9% -$6.18K 0.02% 404
2025
Q4 		$663K Buy
+6,465
New +$666K 0.02% 383

Other funds holding STIP

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Wedmont Private Capital's STIP Position: Q3 2026 in Review

Wedmont Private Capital reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 10% in Q3 2026, selling an estimated $74.9K and leaving 6,432 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #517.

Wedmont Private Capital first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $727K in Q2 2026. 46 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Wedmont Private Capital held 6,432 shares of iShares 0-5 Year TIPS Bond ETF worth $644K as of Q3 2026.
  • Wedmont Private Capital sold 743 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $74.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #517 holding.
  • Wedmont Private Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Wedmont Private Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $727K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.