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BOLTON SECURITIES CORPORATION’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$55.6K Sell
558
-143
-20% -$14.4K ﹤0.01% 1310
2026
Q2 		$71.6K Hold
701
– – ﹤0.01% 1209
2026
Q1 		$72.5K Buy
+701
New +$72.2K ﹤0.01% 1137

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Modera Wealth Management
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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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's STIP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 20% in Q3 2026, selling an estimated $14.4K and leaving 558 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

BOLTON SECURITIES CORPORATION first reported a position in STIP in Q1 2026 and has held it in 3 quarters since. The position peaked at $72.5K in Q1 2026. 637 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 558 shares of iShares 0-5 Year TIPS Bond ETF worth $55.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 143 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $14.4K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1310 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares 0-5 Year TIPS Bond ETF position peaked at $72.5K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.