West Wealth Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

West Wealth Group’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	$733K	Buy	7,350 +14	+0.2%	+$1.41K	0.11%	62
2026 Q2	$750K	Buy	7,336 +1,962	+37%	+$202K	0.12%	60
2026 Q1	$556K	Sell	5,374 -3,210	-37%	-$330K	0.11%	69
2025 Q4	$879K	Buy	8,584 +627	+8%	+$64.5K	0.18%	41
2025 Q3	$823K	Buy	7,957 +760	+11%	+$78.4K	0.19%	42
2025 Q2	$741K	Buy	7,197 +4,404	+158%	+$452K	0.18%	40
2025 Q1	$287K	Buy	+2,793	New	+$285K	0.08%	76

Other funds holding STIP

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

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

West Wealth Group's STIP Position: Q3 2026 in Review

West Wealth Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.19% in Q3 2026, buying an estimated $1.41K and bringing the position to 7,350 shares worth $733K. The position accounts for 0.11% of the portfolio, ranked #62.

West Wealth Group first reported a position in STIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $879K in Q4 2025. 218 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

West Wealth Group held 7,350 shares of iShares 0-5 Year TIPS Bond ETF worth $733K as of Q3 2026.
West Wealth Group bought 14 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.41K.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of West Wealth Group's portfolio in Q3 2026, its #62 holding.
West Wealth Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
West Wealth Group's iShares 0-5 Year TIPS Bond ETF position peaked at $879K in Q4 2025.
218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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