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

Winnow Wealth’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	$218K	Buy	+2,185	New	+$220K	0.14%	134
2026 Q1	–	Sell	-691	Closed	-$71.2K	–	493
2025 Q4	$71.2K	Sell	691 -165	-19%	-$17K	0.05%	139
2025 Q3	$89K	Buy	+856	New	+$88.3K	0.07%	125
2025 Q2	–	Sell	-606	Closed	-$62.7K	–	608
2025 Q1	$62.7K	Sell	606 -3,005	-83%	-$306K	0.06%	131
2024 Q4	$360K	Buy	+3,611	New	+$364K	0.36%	79

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

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Winnow Wealth's STIP Position: Q3 2026 in Review

Winnow Wealth opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 2,185 shares worth $218K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings. This is a return to the name: Winnow Wealth previously reported a position in STIP as recently as Q4 2025.

Winnow Wealth first reported a position in STIP in Q4 2024 and has held it in 5 quarters since. The position peaked at $360K in Q4 2024. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Winnow Wealth held 2,185 shares of iShares 0-5 Year TIPS Bond ETF worth $218K as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new Winnow Wealth position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.14% of Winnow Wealth's portfolio in Q3 2026, its #134 holding.
Winnow Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 5 quarters since.
Winnow Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $360K in Q4 2024.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.