Westover Capital Advisors
STIP icon

Westover Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Westover Capital Advisors’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 		$588K Buy
5,894
+200
+4% +$20.2K 0.1% 137
2026
Q2 		$582K Sell
5,694
-107
-2% -$11K 0.1% 138
2026
Q1 		$600K Sell
5,801
-116
-2% -$11.9K 0.11% 128
2025
Q4 		$606K Sell
5,917
-597
-9% -$61.5K 0.11% 131
2025
Q3 		$673K Sell
6,514
-286
-4% -$29.5K 0.12% 122
2025
Q2 		$700K Sell
6,800
-880
-11% -$90.3K 0.14% 122
2025
Q1 		$795K Sell
7,680
-147
-2% -$15K 0.18% 108
2024
Q4 		$787K Sell
7,827
-8,287
-51% -$835K 0.17% 111
2024
Q3 		$1.63M Sell
16,114
-56,551
-78% -$5.66M 0.31% 72
2024
Q2 		$7.23M Buy
72,665
+24
+0% +$2.38K 1.86% 12
2024
Q1 		$7.22M Buy
72,641
+13,336
+22% +$1.32M 2.11% 12
2023
Q4 		$5.85M Sell
59,305
-234
-0.4% -$22.8K 1.9% 12
2023
Q3 		$5.77M Sell
59,539
-1,043
-2% -$101K 2.09% 10
2023
Q2 		$5.91M Buy
60,582
+7,676
+15% +$755K 2.05% 9
2023
Q1 		$5.25M Buy
+52,906
New +$5.17M 1.95% 11
2018
Q4 		– Sell
-22,106
Closed -$2.18M – 136
2018
Q3 		$2.18M Buy
22,106
+3,604
+19% +$357K 1.11% 34
2018
Q2 		$1.84M Buy
18,502
+158
+0.9% +$15.7K 0.99% 40
2018
Q1 		$1.84M Buy
18,344
+2,213
+14% +$221K 1% 40
2017
Q4 		$1.61M Buy
+16,131
New +$1.62M 0.88% 43

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

Westover Capital Advisors's STIP Position: Q3 2026 in Review

Westover Capital Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q3 2026, buying an estimated $20.2K and bringing the position to 5,894 shares worth $588K. The position accounts for 0.1% of the portfolio, ranked #137.

Westover Capital Advisors first reported a position in STIP in Q4 2017 and has held it in 19 quarters since. The position peaked at $7.23M in Q2 2024. 509 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Westover Capital Advisors held 5,894 shares of iShares 0-5 Year TIPS Bond ETF worth $588K as of Q3 2026.
  • Westover Capital Advisors bought 200 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $20.2K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Westover Capital Advisors's portfolio in Q3 2026, its #137 holding.
  • Westover Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • Westover Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $7.23M in Q2 2024.
  • 509 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Westover Capital Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.